Guides

At a time when good advice has never been more needed, we have put together a selection of financial guides, covering some of the main areas of your finances. All our guides are free and each is available by post or can be viewed online in Acrobat Reader.

Simply tick the guide(s) you require, then confirm your preferred delivery option at the bottom of this page.

Retirement Planning

Against a backdrop of tumbling stock markets, falling interest rates, rising unemployment and weak Sterling it is not currently an easy time to plan for retirement. Our retirement guide explains some of the choices you have, both in the run up to retirement and at retirement.

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Investment Planning

We are in, arguably, the worst investment climate in living memory. Such has been the depth and speed of change in our economy, investors have been sent reeling, compelled to make snap decisions, which may have been right at the time, but the consequence could now be an investment portfolio that isn't best structured for the future. Our investment guide considers recent changes, their likely effects, and the steps you can take to ensure you achieve your desired investment goals.

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Tax Efficient Planning

Between them, income tax, capital gains and inheritance tax - 'the big three' - accounted for a massive £158bn in tax receipts for HMRC last year. Whilst these taxes are by no means the only drains on your wealth, they are arguably the three taxes that you can do most to mitigate. This guide sets out the ways in which you could reduce your tax bill by maximising the numerous tax breaks, reliefs, allowances and credits that are available.

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