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Resources

We have a whole bundle of downloads and resources to give you insight into the moving and shaking within the financial and investment industry. They make great bedtime reading.

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ESmart Money
March 2024

Protecting your family

Navigating Retirement Planning

Top 10 for successful investing

ESmart Money
Feb 2024

Financial Planning for the New Year

Individual Savings Accounts

Year-End Tax Planning

ESmart Money
Dec 2023

Effective Wealth Creation Strategies

Making
a Will

Preparing finances for retirement

ESmart Money
July 2023

Bonds Vs
Equities

Protecting your financial freedom

A guide to retirement planning

ESmart Money
May 2023

The principles of growing your money

Pension drawdown with an annuity

Preparing for
Retirement

ESmart Money
March 2023

Setting up a future for grandchildren

Inheritance 
Tax Planning

Planning your
Retirement

ESmart Money
November 2022

Leaving a tax efficient legacy

Retirement
Matters

Investing
Principles

ESmart Money
September 2022

Family
Protection

Wealth
Creation

Maximising Pension Savings

ESmart Money
July 2022

A Guide to
Investing

Getting set for retirement

Making the most of your future

ESmart Money
May 2022

Cost of Living Crisis

Estate
Preservation

Building Financial Wealth

ESmart Money
March 2022

Financial
Protection

Lasting Power
of Attorney

Pound Cost
Averaging

ESmart Money
February 2022

Setting Financial & Lifestyle Goals

Manage & Maximise Wealth

Tax Year-End Planning

ESmart Money
November 2021.

The State
Pension.

Self Invested Personal
Pension Schemes.

New Year
‘Investment’ Resolutions.

Esmart Money
March 2021.

Inheritance
Tax.

Critical
Illness.

Portfolio
Diversification.

Esmart Money
March 2021.

Lifestyle
Protection.

Investing for
Life’s Journey.

Pension Consolidation.

Your Guide to the Budget 2021.

Esmart Money
January 2021.

20/21 Year End Tax Planning.

Individual Savings Accounts (ISAS).

Designing Your Own Lifestyle Plan.

Esmart Money
October 2020.

Getting my finances in order.

Pensions on Divorce.

Post-Covid-19 retirement.