Esmart Money
Living a less complicated life!
For anyone enjoying their retirement years and living a less complicated life, it can be easy to assume that you no longer require professional financial advice.
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Income Seekers
Not putting all your eggs in one basket
Everybody has investment goals in their life, from the old adage of saving for a rainy day to planning a comfortable retirement. There are many reasons why investors might seek an income stream from their investments, for example, to pay for a dependant’s education, supplement a pension or fund the cost of care, yet achieving it can be hard.
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Keeping it in the Family
Careful planning can reduce or even eliminate the Inheritance Tax payable
Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.
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