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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 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 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 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 ISA's (March 2017) A Guide to ISA's (March 2017) (61 KB)

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

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

Asset Allocation (Dec 2014) Asset Allocation (Dec 2014) (528 KB)

Budget 2015 Budget 2015 (264 KB)

Budget 2016 Budget 2016 (2022 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 the new Inheritance Tax rules (April 2017) Guide to the new Inheritance Tax rules (April 2017) (61 KB)

Income Protection (Dec 2015) Income Protection (Dec 2015) (416 KB)

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

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

New Year Wealth Planning (Feb 2016) New Year Wealth Planning (Feb 2016) (607 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)

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

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

Wealth Preservation (Dec 2015) Wealth Preservation (Dec 2015) (138 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 2017) Retirement Planning (June 2017) (602 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

Protecting Your Income

People are often confused about what income protection can do for them that they are over-estimate state support and under-estimate the likelihood of them needing appropriate insurance. Read more ...

Economic Market Update

Faced with the ongoing low interest rates available on pure cash based accounts, many people are exploring ways in which investments can be structured tax efficiently but with the potential to create a more competitive and sustainable return and markets offer the potential to achieve this, albeit investors need to consider the risks involved. Read more ...

Happy Business, Happy Life

For those established businesses that have a presence in their chosen market, the death of a business owner can be hugely significant should there be no plan in place or an arrangement regarding company shares. Read more ...

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 ...


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