Secondsight

The latest edition of Smart Money is now available

This issue offers insights into several important financial planning topics for you to share with your employees, including:

🔹 Tax planning essentials: Five practical steps to help reduce tax, maximise savings, and help strengthen long-term plans as the 5 April 2026 tax year end approaches.
🔹 Retirement awareness gap: Almost half of UK adults don’t know how much they’ve saved. We explore why and look at practical actions to help regain clarity.
🔹 Inheritance conversations: With more estates facing Inheritance Tax, open dialogue is important to help families approach succession planning with more confidence.
🔹 Pension contributions: More people are boosting their pension contributions, and even small top-ups could make a big difference to long-term retirement plans.

Download your copy here: https://bit.ly/3XtRmNC