An Insight Into July 2020

To say that historians will not be short of material when it comes to writing about 2020 would be an understatement, and it is only August. In normal times, a combination of private space exploration, the annexation of Hong Kong and worldwide anti-racism protests would be considered remarkable. However, like many other events, these have […]

Mortgages and coronavirus: sorting the facts from the fiction

From payment holidays to the housing market’s future prospects, we address the most frequently asked questions around how COVID-19 is impacting mortgagors After the UK government announced a number of measures to support homeowners who are financially impacted by the outbreak of COVID-19, banks soon followed suit. But the reporting on what’s available has been […]

Crisis and opportunity – buying through the dip

Q&A with Howard Marks of Oaktree Capital Management, co-manager of the St. James’s Place International Corporate Bond fund and Chris Ralph, Chief Global Strategist, St. James’s Place. Ultra-low interest rates look likely to endure – does this diminish the attractiveness of bonds? I agree that enduring low interest rates are a safe assumption. However, low […]

End Of The Tax Year Resources​

End Of The Tax Year Resources A Little Thought Goes A Long Way The countdown to the end of the tax year has begun, which means the deadline is approaching for some valuable ‘use or lose’ tax-planning opportunities. https://smitheliotfinancialmanagement.co.uk/wp-content/uploads/2020/02/sjp-tye-animation-v1-are-your-tax-year-end-plans-in-place.mp4

Goodbye 2019, hello 2020

CHRISTMAS NEWSLETTER Goodbye 2019, hello 2020 December – the perfect time to recap on activities in 2019 and look forward to 2020. So here’s the lowdown from the Smith Eliot team. Tank you School of Hope Solving Kids’ Cancer Charity Ball Welcome to the team What can we do? It’s been a busy year for […]

Back to the future: Are you prepared for retirement?

Imagine you have a time machine. Now you can travel into the future and see yourself in 10, 20 or even 30 years’ time. What do you see? What is your health like? Do you have the same relationships? What are your circumstances? Where are you living? And what do you wish you had done […]

It isn’t just money that makes the world go round. It’s people

Some people think financial management is all about money. At Smith Eliot, we believe it’s also about people. People who care. That’s how we have built our business; on family values such as respect, honesty and trust. You see, we are not just some faceless, corporate finance company. We are a team of talented specialists, […]

Reading this now could save you a fortune in the future

Whether your retirement is still a distant dream, or just around the corner, it is never too early to start retirement planning – and never too late to review your arrangements. In changing times, it is important to review your pension benefits. If you have more than one pension pot, it is still possible to […]