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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 June 2019 Smart Money Newsletter June 2019 (643 KB)

Smart Money Newsletter March 2019 Smart Money Newsletter March 2019 (619 KB)

Smart Money Newsletter December 2018 Smart Money Newsletter December 2018 (812 KB)

Smart Money Newsletter September 2018 Smart Money Newsletter September 2018 (628 KB)

Smart Money Newsletter July 2018 Smart Money Newsletter July 2018 (728 KB)

Smart Money Newsletter May 2018 Smart Money Newsletter May 2018 (669 KB)

Smart Money Newsletter March 2018 Smart Money Newsletter March 2018 (796 KB)

Smart Money Newsletter January 2018 Smart Money Newsletter January 2018 (588 KB)

Smart Money Newsletter November 2017 Smart Money Newsletter November 2017 (5844 KB)

Smart Money Newsletter September 2017 Smart Money Newsletter September 2017 (598 KB)

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 April 2019 Sabre Speak Newsletter April 2019 (262 KB)

Smart Money Newsletter February 2019 Smart Money Newsletter February 2019 (665 KB)

Sabre Speak Newsletter December 2018 Sabre Speak Newsletter December 2018 (307 KB)

Sabre Speak Newsletter June 2018 Sabre Speak Newsletter June 2018 (260 KB)

Sabre Speak Newsletter March 2018 Sabre Speak Newsletter March 2018 (381 KB)

Sabre Speak Newsletter December 2017 Sabre Speak Newsletter December 2017 (703 KB)

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 (3760 KB)

 

Sabre Guides

A Guide to Asset Allocation (Sept 2018) A Guide to Asset Allocation (Sept 2018) (297 KB)

A Guide to Family Succession Planning (Sept 2017) A Guide to Family Succession Planning (Sept 2017) (86 KB)

A Guide to Income Investing (Sept 2017) A Guide to Income Investing (Sept 2017) (64 KB)

A Guide to ISAs (March 2019) A Guide to ISAs (March 2019) (134 KB)

A Guide to Protection Matters (Sept 2017) A Guide to Protection Matters (Sept 2017) (794 KB)

A Guide to Protection Planning (Sept 2018) A Guide to Protection Planning (Sept 2018) (615 KB)

A Guide to Self Invested Personal Pensions (Sept 2018) A Guide to Self Invested Personal Pensions (Sept 2018) (145 KB)

A Guide to Wealth Creation (March 2019) A Guide to Wealth Creation (March 2019) (5646 KB)

A Guide to year end tax planning 2018-2019 (March 2019) A Guide to year end tax planning 2018-2019 (March 2019) (173 KB)

Active and Passive Investment Management (Sep 2016) Active and Passive Investment Management (Sep 2016) (106 KB)

Critical Illness Protection (Dec 2013) Critical Illness Protection (Dec 2013) (285 KB)

Guide to Brexit (June 2017) Guide to Brexit (June 2017) (3109 KB)

Guide to Estate Preservation (June 2017) Guide to Estate Preservation (June 2017) (6534 KB)

Guide to Inheritance Tax (June 2018) Guide to Inheritance Tax (June 2018) (3580 KB)

Guide to Investing (July 2018) Guide to Investing (July 2018) (907 KB)

Guide to Lasting Powers of Attorney (February 2019) Guide to Lasting Powers of Attorney (February 2019) (107 KB)

Guide to Later Life Care (Nov 2018) Guide to Later Life Care (Nov 2018) (228 KB)

Guide to New Tax Year Planning (June 2018) Guide to New Tax Year Planning (June 2018) (389 KB)

Guide to Protecting Yourself from Scams (July 2018) Guide to Protecting Yourself from Scams (July 2018) (87 KB)

Guide to Retirement Planning (Feb 2019) Guide to Retirement Planning (Feb 2019) (3754 KB)

Guide to Setting Investment Goals (February 2019) Guide to Setting Investment Goals (February 2019) (370 KB)

Guide to Shareholder and Partnership Protection (Nov 2018) Guide to Shareholder and Partnership Protection (Nov 2018) (127 KB)

Guide to Tax Matters (June 2019) Guide to Tax Matters (June 2019) (132 KB)

Guide to the Final Retirement Countdown (June 2019) Guide to the Final Retirement Countdown (June 2019) (101 KB)

Guide to the new Inheritance Tax rules (April 2017) Guide to the new Inheritance Tax rules (April 2017) (61 KB)

Guide to Wealth Preservation (June 2019) Guide to Wealth Preservation (June 2019) (5399 KB)

How to Grow Your Own Wealth How to Grow Your Own Wealth (494 KB)

Income Protection (Feb 2018) Income Protection (Feb 2018) (193 KB)

Individual Account Transfers (July 2018) Individual Account Transfers (July 2018) (107 KB)

Investing For Children (Dec 2015) Investing For Children (Dec 2015) (435 KB)

Lifestyle Planning (Feb 2018) Lifestyle Planning (Feb 2018) (738 KB)

Lifetime ISA (June 2017) Lifetime ISA (June 2017) (281 KB)

Protecting You and Your Estate (July 2016) Protecting You and Your Estate (July 2016) (66 KB)

Protecting your Financial Plan (Sept 2016) Protecting your Financial Plan (Sept 2016) (3673 KB)

Stock Market Turbulence (Feb 2018) Stock Market Turbulence (Feb 2018) (129 KB)

Trusts (Dec 2013) Trusts (Dec 2013) (1057 KB)

Wealth Management (Dec 2016) Wealth Management (Dec 2016) (2503 KB)

 

More About Pensions

Flexible Access Drawdown (Nov 2017) Flexible Access Drawdown (Nov 2017) (269 KB)

New State Pension (June 2016) New State Pension (June 2016) (187 KB)

Pension Changes (April 2016) Pension Changes (April 2016) (111 KB)

Pension Consolidation (April 2015) Pension Consolidation (April 2015) (1014 KB)

Pension Wise (Feb 2016) Pension Wise (Feb 2016) (266 KB)

Pensions Freedom (June 2015) Pensions Freedom (June 2015) (1263 KB)

Personal Pensions (Nov 2017) Personal Pensions (Nov 2017) (163 KB)

Retirement Planning (June 2018) Retirement Planning (June 2018) (583 KB)

State Pension (Nov 2017) State Pension (Nov 2017) (372 KB)

The Lifetime Allowance (Sept 2016) The Lifetime Allowance (Sept 2016) (200 KB)

What is the annual allowance (Feb 2016) What is the annual allowance (Feb 2016) (251 KB)

Work Pension (Feb 2016) Work Pension (Feb 2016) (356 KB)

Your Options at Retirement (July 2016) Your Options at Retirement (July 2016) (57 KB)

 

Latest Sabre News

Lifestyle Financial Planning

When Investing you need to consider what you really want from your investments. Knowing yourself, your needs and goals, and your appetite for risk is a good start. It’s also important to know why you’re investing, and the first step is to consider your financial situation and your reasons for investing. Read more ...

Smart Money 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. Read more ...

Lifestyle Financial Planning 2

In part two of this Lifestyle Financial Planning series Scott Robinson says ‘If you do not know where you are going, how will you know when you get there? This is very true about financial goals. You need to set financial goals to help you make wise financial decisions, and also as a reward for your efforts. Read more ...

Lifestyle Financial Planning

In the first of a series of articles we discuss Lifestyle Financial Planning, what is it and how it can help you. Making provision for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Read more ...

Sabre Speak April 2019

Sabre Speak April 2019 edition is now available, articles include Spring Statement 2019: Brexit Dominates, treasured possessions insurance, Team Astro to Atlantic report, Top Tax Tips and Staff News. Read more ...


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