Clearmoney May June 2019

Clearmoney May June 2019

At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and capitalise on what comes.

Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face.

Clearmoney March/April 2019

Clearmoney March/April 2019

Welcome to our latest issue. Robert Kiyosaki, the American businessman and author of the best-selling book Rich Dad, Poor Dad, once remarked, ‘Making money is common sense. It’s not rocket science. But unfortunately, when it comes to money, common sense is uncommon.’ As we continue into 2019 with the uncertainties surrounding Brexit, we look to de-mystify the ever-changing landscape of the financial world.

Clearmoney January/February 2019

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.

Clearmoney November / December 2018

Clearmoney November / December 2018

Welcome to the latest edition of our magazine packed with articles designed to help you create and protect your wealth to enable you to experience life to the full. As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money. Many children have hundreds of pounds spent on them at Christmas, but could that money be put to better use?

Clearmoney September/October 2018

Clearmoney September/October 2018

As the poet and playwright Oscar Wilde once commented, ‘When I was young I thought that money was the most important thing in life; now that I am old I know that it is.’ 

And with these pertinent words in mind, inside this issue we look at ways you can plan ahead to make sure your financial situation helps to prepare you for the changes in your life. 

Clearmoney July/August 2018

Clearmoney July/August 2018

Hello and welcome to our latest issue. The summer edition brings you an array of insightful articles covering everything you need to help plan your finances, both before, during and after retirement.

Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for them? We look at how imagining what you want your life to be like in the long term when you retire will help you think much further ahead than you might have done before.

Clearmoney May/June 2018

Clearmoney March/April 2018

Clearmoney January/February 2018

Clearmoney January/February 2018

Welcome to our first edition of 2018.

The New Year is the perfect time to overhaul your life for the better, and one excellent place to start is by making solid financial resolutions that can help get you closer to your money goals, whether it’s increasing your retirement provision, looking to mitigate a potential Inheritance Tax bill or reviewing your level of protection in the event of an unexpected event.

Clearmoney November/December 2017

Clearmoney November/December 2017

Welcome to the final issue for 2017. Inside this issue, we talk about estate planning, which is an extremely emotional subject as people generally don’t like talking about money or death.

We comment on new research that shows some people would like to talk about this subject but haven’t found the right time or just don’t know where to start. This is worrying considering Inheritance Tax receipts are increasing by 22.9% in the first quarter of this tax year, according to data from the Office for National Statistics.

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