Our guides are curated resources designed to provide you with an in-depth overview on a wide range of topics relevant to your financial well-being. Each guide is crafted with you as a consumer in mind, and are easy to digest, with the aim to give you a good understanding of the financial landscape.

If you would like to subscribe to receive future editions direct to your inbox, please email us at ifa@wmfal.co.uk.

2026 Smart Money Guides

March – April
Edition 1: Guide to Year-End Tax Planning 2025/26
Edition 2: Guide to Trusts And Estate Planning
Edition 3: Guide to Investing For Wealth Creation

January – February
Edition 1: Guide to Managing and Protecting Wealth
Edition 2: Guide to Navigating New Pension inheritance Tax
Edition 3: Guide to Tracing and Consolidating Your Pensions

2025 Smart Money Guides

November-December
Edition 1: Guide to a successful retirement
Edition 2: Guide to securing your legacy
Edition 3: Guide to Wealth Creation

September-October
Edition 1: Guide to Financial Protection
Edition 2: Guide to Pension Annuities
Edition 3: Guide to Individual Savings Accounts

July-August
Edition 1: Guide to Retiring Overseas as a UK Citizen
Edition 2: Guide to Setting Investment Goals and Timescales
Edition 3: Guide to New IHT Pension Rules

May-June
Edition 1: Guide to Planning Financial Success for Business Owners & Directors
Edition 2: Guide to Navigating the New UK Inheritance Tax Rules
Edition 3: Guide to Diversifying an Investment Portfolio

March – April
Edition 1: Guide to Preserving Wealth
Edition 2: Guide to Self Invested Personal Pensions
Edition 3: Guide to Make Your Money Work Harder For You

January – February
Edition 1: Guide to End Of Year Tax Planning
Edition 2: Guide to Mastering ISAs
Edition 3: Guide to New Year Financial Strategies

2024 Smart Money Guides

November – December
Edition 1: Guide to Income Protection Insurance
Edition 2: Guide to Preparing for Retirement
Edition 3: Guide to Principles of Building Wealth

September – October
Edition 1: Guide to Financial Advice During Divorce
Edition 2: Guide to Mastering Financial Fitness In Your 50s
Edition 3: Guide to Personal Protection

July – August
Edition 1: Guide to Financial Planning For Business Owners
Edition 2: Guide to Later Life Care
Edition 3: Guide to Trusts

May-June
Edition 1: Guide to Building A Bigger Pension Pot
Edition 2: Guide to Estate Planning
Edition 3: Guide to Individual Savings Accounts

March – April
Edition 1: Guide to Navigating The Intricacies Of Retirement Planning
Edition 2: Guide to Protecting Your Family, Your Biggest Asset
Edition 3: Guide to The Top 10 Fundamentals For Successful Investing

January – February
Edition 1: Guide to Financial Planning For The New Year
Edition 2: Guide to Individual Savings Accounts
Edition 3: Guide to Year-End Tax Planning

2023 Smart Money Guides

November – December
Edition 1: Guide to Effective Wealth Creation Strategies
Edition 2: Guide to Making a Will
Edition 3: Guide to Preparing Your Finances For Retirement