The literature section contains downloadable and embedded versions of all our publications and sales materials, as well as guides to a variety of financial issues.
Smart Money - Your guide to financial matters month by month, in a magazine format.
Pensions and divorce - Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some
cases worth more than the equity in the family home.
Year End Tax Planning - don’t miss the chance to make the most of
valuable tax-efficiencies and allowances.
Income Investing - income-paying funds, an alternative to cash-based savings.
Brexit - The news has recently been full of stories about Brexit, Article 50, inflation and how some key announcements from Spring Budget 2017 could impact our finances.
Estate Preservation - passing on your wealth in the most tax-efficient way.
Protection Matters - protecting, preserving or ultimately distributing your wealth.
Succession Planning - One of the most challenging experiences facing any business leader, especially an entrepreneurial business person who has built a family business from scratch.
Retirement - How will you ensure you achieve the retirement you deserve?
New Inheritance Tax Rules - Safeguard your wealth for future generations.
2016/17 Year End Tax Planning - Get ahead with this tax year end checklist.
Professional Financial Advice - What benefits and circumstances to expect when engaging a professional financial adviser.
Guide To Wealth Management - Our general guide to financial management is an excellent precursor to a first meeting.
Passive vs Active - Is it better to have your investments work for you, or to follow an index as closely as possible?
Estate and Inheritance - The rules have changed regarding your estate, and what you leave to your family may now be less than you think.
LISA - A new way of saving that could considerably augment your finances towards later life. Download our guide to see the benefits.