Read our Autumn Financial Focus

By Simon Ewings Posted 7 September 2018

Our Autumn Financial Focus is here!

In this issue:

  • Financing a child's future
  • Pensions Tax Trap - don't get caught out withdrawing lump sums
  • Illuminating fund fees - how to make sense of the acronyms
  • Planning your lifetime gifts - make best use of your nil rate bands


Read our Autumn 2018 financial focus here

​Ask us a question

Client testimonial

Since I have retired, my wife and I needed to work with an Independent Financial Advice firm who we could rely on to advise us on a range of personal finance matters. Monahans Wealth Management suited us ideally, since not only are they local to us but because of their accountancy connection they also have a range of in-house experts to cater for our ever changing requirements. Working with Monahans WM enables us to find answers to our questions quickly, freeing us up to enjoy our retirement!

Dr & Mrs Shires