Guides

We want to help you to achieve your financial ambitions. That’s why we provide a range of free financial guides to help you to easily understand the basic principles of financial planning.

Our regularly updated financial guides offer detailed information about key topics. They explain how changing legislation can affect your finances and help you understand your options.

Browse through our latest guides below…

Preserve your wealth

Inheritance Tax Guide

Inheritance tax is often referred to as a voluntary tax because there are a number of ways in which you can mitigate IHT liability. Our guide to inheritance tax introduces you to a number of these strategies and demonstrates how you can preserve more of your wealth to pass on to loved ones.

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Pension Freedoms Guide

Deciding what to do with your pension pot is one of the most important decisions you will make for your future. This guide explains the new rules and changes to pensions and highlights how these pension freedoms affect each type of pension.

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Inheritance Tax Guide

Inheritance tax is often referred to as a voluntary tax because there are a number of ways in which you can mitigate IHT liability. Our guide to inheritance tax introduces you to a number of these strategies and demonstrates how you can preserve more of your wealth to pass on to loved ones.

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Fundamentals of Investing Guide

Most individuals invest in order to generate a profit or positive return over a reasonable time frame. This guide introduces you to the basic principles of investing, with particular focus on risk and return.

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Active & Passive Investing Guide

This guide introduces you to the concept of active and passive investing. and looks at whether active funds produce the long-term returns required to justify the additional risk and higher costs.

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A guide to Enterprise Investment (EIS) Scheme & Seed EIS

The EIS and SEIS have developed into more mainstream tax and investment planning strategies. Depending on your attitude to investment risk and appetite for reducing your tax bill, these strategies could form a useful part of your portfolio.

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2017 Autumn Budget Guide

Far from increasing the Exchequer’s income, the Budget Red Book reveals a net tax giveaway of just under £1.6 billion in the coming tax year. Our 2017 Autumn Budget Guide highlights the key themes from the recent announcements and explains how they may impact you.

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