Literature

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.


Publications

Smart Money - Your guide to financial matters month by month, in a magazine format.


Guides

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.


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

Lifetime ISA - New generation of tax-efficient wealth creation


Estate Preservation - Navigating your options for passing on wealth


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.


New Year Wealth Planning - What are your financial goals for 2017?


Investment Matters - A full guide to your investment matters, containing all you need to know when considering long term investments. 


Guide To Wealth Management - Our general guide to financial management is an excellent precursor to a first meeting.


Protecting Your Plan - It's now more important than ever to protect the financial provisions you put in place.


Passive vs Active - Is it better to have your investments work for you, or to follow an index as closely as possible?


Lifetime Allowance - With a further reduction in the allowance, your retirement plans may have to change.


Estate and Inheritance - The rules have changed regarding your estate, and what you leave to your family may now be less than you think.


Investment Planning - What to consider in the changing investment market, and what you should be discussing with your adviser.


LISA - A new way of saving that could considerably augment your finances towards later life. Download our guide to see the benefits.


Retirement Planning - A guide to the methods and opportunities available when planning for your retirement.


Budget 2016 - Your guide to the Chancellor's Budget for 2016, and what the latest changes in the Nation's finances means for you. 


State Pension Changes - Pensions have changed a great deal in 2016, and our guide will detail exactly what you need to consider for the future.