Smart TV

15 February 2010

Save Tax - Invest for success

This weekend the papers have been full of stories of the new taxes to come later this year. I review the options and consider ways to reduce their impact. Also, ISA season appears to have started with all and sundry offering their, 'top tips' for placing your ISA cash. I offer my guidance and suggest you take all of this investment chatter with a pinch of salt!

Steve Martin CFP, is the Managing Director and a Certified Financial Planner (CFP) / Independent Financial Adviser (IFA) at Smart Financial Planning

08 February 2010

End of compulsory annuitisation and how not to pick funds!

Get your pen and paper ready, it's time to write to your MP again (second time in two weeks!). George Osborne has proposed an end to the illogical compulsion of annuity purchase (or something equally as poor) at age 75. Great news if it becomes reality.
Financial Express have published the best funds to invest in over the last 5 years, here is a guide of what not to invest in if ever I read one. Hear why.

Steve Martin CFP, is the Managing Director and a Certified Financial Planner (CFP) / Independent Financial Adviser (IFA) at Smart Financial Planning

01 February 2010

Review of the Weekend's papers 1st February 2010

Steve Martin CFP, is the Managing Director and a Certified Financial Planner (CFP) / Independent Financial Adviser (IFA) at Smart Financial Planning

25 January 2010

Obama's plans for the Banks - I say write to your MP

Barack Obama has proposed radical changes to the way that banks are allowed to operate in the US. this impacts on the investments they make in their own name amongst others. I believe this issue is important enough for everyone who watches this to write to their MP but to say what?

Steve Martin CFP, is the Managing Director and a Certified Financial Planner (CFP) / Independent Financial Adviser (IFA) at Smart Financial Planning

18 January 2010

Care in your later years - What is the government proposing and how will it affect you.

Looking after yourself and your family when they are incapable of looking after yourself / themself is an exceptionally complex subject. Not least is the consideration of the costs involved. The Government is proposing to change the legislation with the intention of helping more people than at present.
In this episode of Smart TV I consider the changes, the beneficiaries and how you can make sure that you have the 'later life' experience that you wish for yourself and your family.