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My Family

The future financial security of your family is something that needs careful planning, it needs organising and should be subject to regular reviews.

This section has been specially designed to assist should you wish to consider the financial needs of your family. Alongside the opportunity to plan for the costs of a child's education, you'll be able to consider the need for Life Assurance, or the provision of financial protection against you contracting a serious illness. There is also information regarding the provision of Private Health cover.

Please note that we can provide more information on any of the subjects covered. If you wish to speak to us or to send us an email just click on the button marked 'Contact Us' shown
above.

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This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Smart Wealth Management LLP is a Limited Liability Partnership under registration OC309769 and is authorised and regulated by the Financial Services Authority. Smart Wealth Management LLP is entered on the FSA register (www.fsa.gov.uk/register/) under reference 416110.

The Financial Services Authority does not regulate advice on estate planning, taxation and unsecured lending.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.
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Website last changed: 10/09/2009