Clearmoney January/February 2019

In this New Year edition, the start of 2019 is the optimum time to be thinking about resolutions and plans for the year ahead and beyond. It’s a good time to start planning our tax affairs before the end of the tax year on 5 April. And as you think about 2019 and your goals for the new year, we’ll help to start you off on the right financial footing.

As part of our continuing look at tax-efficient saving and investing, we shine a spotlight on some of the different options available. Whether you consider yourself a savvy investor or a financial novice – and no matter what, why or how you want to save and invest – an Individual Savings Account (ISA) could help make your money work harder for you.

You may want to keep an element of control when passing on your assets. You may want your money to be used for a particular reason, such as paying for school or university fees or for a first property deposit. Or you may just want to make sure your money stays within the family. we explain how intergenerational planning will help.

We hope you enjoy this latest edition and find it valuable. To request a hard copy, contact marketing@fairstone.co.uk

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