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Documents & News Articles

We have produced a number of factsheets and newsletters that you can click on to read or download.

 

Smart Money Newsletters

Smart Money Newsletter May June 2017 Smart Money Newsletter May June 2017 (975 KB)

Smart Money Newsletter March 2017 Smart Money Newsletter March 2017 (1267 KB)

Smart Money Newsletter Jan 2017 Smart Money Newsletter Jan 2017 (858 KB)

Smart Money Newsletter November 2016 Smart Money Newsletter November 2016 (2140 KB)

Smart Money Newsletter May - June 2016 Smart Money Newsletter May - June 2016 (3419 KB)

Smart Money Newsletter November December 2015 Smart Money Newsletter November December 2015 (5646 KB)

Smart Money Newsletter May June 2015 Smart Money Newsletter May June 2015 (721 KB)

Smart Money Newsletter March April 2015 Smart Money Newsletter March April 2015 (2196 KB)

Smart Money Newsletter November December 2014 Smart Money Newsletter November December 2014 (784 KB)

Smart Money Newsletter May June 2014 Smart Money Newsletter May June 2014 (2685 KB)

 

Sabre Speak Newsletters

Sabre Speak Newsletter July 2017 Sabre Speak Newsletter July 2017 (401 KB)

Sabre Speak Newsletter April 2017 Sabre Speak Newsletter April 2017 (617 KB)

Sabre Speak Newsletter December 2016 Sabre Speak Newsletter December 2016 (310 KB)

Sabre Speak Newsletter September 2016 Sabre Speak Newsletter September 2016 (182 KB)

Sabre Speak Newsletter May 2016 Sabre Speak Newsletter May 2016 (231 KB)

Sabre Speak Newsletter July 2015 Sabre Speak Newsletter July 2015 (225 KB)

Sabre Speak Newsletter December 2014 Sabre Speak Newsletter December 2014 (331 KB)

Sabre Speak Newsletter July 2014 Sabre Speak Newsletter July 2014 (326 KB)

 

Sabre Brochure

Sabre Brochure Sabre Brochure (1909 KB)

 

Sabre Guides

2016-17 Year End Tax Planning 2016-17 Year End Tax Planning (1484 KB)

2017 Investment Outlook 2017 Investment Outlook (91 KB)

A Guide to ISA's A Guide to ISA's (61 KB)

Active and Passive Investment Management Active and Passive Investment Management (106 KB)

Asset Allocation Asset Allocation (528 KB)

Budget 2015 Budget 2015 (264 KB)

Budget 2016 Budget 2016 (2022 KB)

Critical Illness Protection Critical Illness Protection (285 KB)

Guide to Brexit Guide to Brexit (3109 KB)

Guide to Estate Preservation Guide to Estate Preservation (6534 KB)

Guide to Lifetime ISA Guide to Lifetime ISA (91 KB)

Guide to Retirement Planning Guide to Retirement Planning (844 KB)

Guide to the new Inheritance Tax rules Guide to the new Inheritance Tax rules (61 KB)

Income Protection Income Protection (416 KB)

Inheritance Tax Planning Inheritance Tax Planning (744 KB)

Investing Investing (410 KB)

Investing For Children Investing For Children (435 KB)

Investment Planning Investment Planning (688 KB)

Lifetime ISA Lifetime ISA (281 KB)

New Year Wealth Planning New Year Wealth Planning (607 KB)

Protecting You and Your Estate Protecting You and Your Estate (66 KB)

Protecting your Financial Plan Protecting your Financial Plan (3673 KB)

Trusts Trusts (1057 KB)

Wealth Management Wealth Management (2503 KB)

Wealth Preservation Wealth Preservation (138 KB)

 

More About Pensions

Flexible Access Drawdown Flexible Access Drawdown (128 KB)

New State Pension New State Pension (187 KB)

Pension Changes Pension Changes (111 KB)

Pension Consolidation Pension Consolidation (1014 KB)

Pension Wise Pension Wise (124 KB)

Pensions Freedom Pensions Freedom (1263 KB)

Personal Pensions Personal Pensions (26 KB)

Retirement Planning Retirement Planning (602 KB)

State Pension State Pension (226 KB)

The Lifetime Allowance The Lifetime Allowance (200 KB)

What is the annual allowance What is the annual allowance (111 KB)

Work Pension Work Pension (213 KB)

Your Options at Retirement Your Options at Retirement (57 KB)

 

Latest Sabre News

Changing Monetary Policy

Financial markets showed a little uncertainty towards the end of June caused by speculation that leading central banks might be poised to end their ultra-loose monetary policy. Read more ...

Sabre Speak - July 2017

Our latest edition of Sabre Speak includes features on Sabre celebrating 20 years, Ogden rate impact and an investment markets update post UK Election. Read more ...

Pension Freedoms

The Pension Reforms drastically increased the amount of freedom and choice available for pension savers. Individuals can now choose how and when they access their pension pot, and can tailor their approach to their personal circumstances. Read more ...

Smart Money Newsletter June 2017

Welcome to Smart Money Newsletter for May / June 2017. The news has recently been full of stories about Brexit, Article 50, inflation and how some key announcements from Spring Budget 2017 could impact on our finances. It can be very confusing with the number of conflicting viewpoints given, so in this issue we aim to bring some clarity to these topics. Read more ...

Bereavement Support Payments

From 6 April 2017, the government has changed bereavement benefits in order to modernise and make the support available easier to understand. The Bereavement Support Payment replaces what was previously known as the Bereavement Payment, Bereavement Allowance and Widowed Parent’s Allowance. Read more ...


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