Guides

Our range of free financial guides help you to understand the basic principles of financial planning so you can make more informed decisions about your financial future.

Browse and download our range of financial guides. If you would like to speak to us on a one-to-one basis, simply tick the box when you download your guide and one of our local independent financial advisers will be in touch with you.

Autumn Budget 2018 Guide

The tax reductions look generous, and the extra funding for public services signalled by Theresa May’s intention to ‘end austerity’ provide much-needed support, but how long will they hang around if the economy suffers a ‘Brexit shock’ and borrowing has to increase sharply? We take a look at some of the key points which you may find of interest.

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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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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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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. It 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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Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

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