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Financial Review ( 01/03/2015 )
Financial Information from Forum Wealth Management Ltd

Welcome to the latest issue in which we provide an informed insight that extends across both the financial planning and tax calendar as we enter a very
important time of the year.
eSmart Money January/February 2015 ( 01/01/2015 )
DAWN OF A NEW YEAR. What will feature in your top New Year’s resolutions?

Smart Money January/February 2015 ( 01/01/2015 )
DAWN OF A NEW YEAR. What will feature in your top New Year’s resolutions?

Smart Money January/February 2013 ( 01/01/2013 )
Although making resolutions to improve your financial situation is good whatever the time of year, many people find it easier at the beginning of a New Year. Regardless of when you begin, the basics remain the same. So it’s with this in mind that we have provided a number of ideas inside this issue to get you ahead financially...
August Magazine 2012 ( 01/08/2012 )
We’re passionate about making sure your finances are in good shape.

Our range of personal financial planning services is extensive, covering areas from pensions to inheritance matters and tax-efficient investments.
Contact us to discuss your current situation, and we’ll provide you with a complete financial wealth check.
February Magazine 2012 ( 01/02/2012 )
Financial Review Financial Information from Forum Wealth Management Ltd

Guide to SIPPs ( )
Providing you with the investment choice to enable you to take greater control over your retirement planning

A pension remains one of the most tax-efficient ways of saving for your retirement. The government views retirement savings as being so important that it offers generous tax benefits to encourage us to make our own pension provision. However, the tax benefits will depend on your own personal circumstances and the tax rules are subject to change by the government.
Guide to Protection Planning ( )
Welcome to our ‘Guide to Protection Planning’. Bad news can impact on any one of us at any time, in the form of an illness, or sudden death. We don’t like to think about it, but we do have to plan for it. So having the correct protection strategy in place will enable you to protect your family’s lifestyle if your income
suddenly changes due to illness or your premature death. But choosing the right options can be difficult without obtaining professional advice to ensure you protect your family from financial hardship.
Guide to NEST ( )
Helping an estimated seven million employee’s who are not putting money aside for their retirement to start saving for tomorrow, today

More than half of employees are not aware that they could be automatically enrolled into a new national pension scheme called the National Employment Savings Trust (NEST), with many likely to be surprised when employers start taking deductions from their pay, research from HSBC has found.
Guide to IHT ( )
Wealth structures that could help reduce

Welcome to our guide to Inheritance Tax. Not everyone pays Inheritance Tax. It’s onlydue if your estate including any assets held in trust and gifts made within seven yearsof death and is valued over the Inheritance Tax threshold, currently £325,000 (also known as the nil rate band). The Chancellor announced during Budget 2010 that the Inheritance Tax threshold would be frozen for four years until April 2014.
One of the great things about wealth is knowing that it can be passed on to others.
Your wealth might encompass businesses, property and investments in the UK and abroad that require specialist considerations. We work closely with our clients in order to plan to minimise Inheritance Tax liabilities, which is often linked to the making of wills and setting up trusts.
Guide to Flexible Drawdown ( )
Is it time to get more colourful with your money?

Pension legislation is always on the move and keeping up to date with the latest changes could open up new opportunities for you in retirement. In April 2011, some of the most significant changes in pension legislation for five years were announced.
Annuities ( )
We’ll set the scene to help you secure a bigger retirement income

You’ve spent years putting money aside into a pension scheme, but what actually happens once you retire? Sadly, it’s not as simple as simply withdrawing the money. You must now convert your pension pot into an income, which is typically done by buying an annuity.
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