Guides

We know that some areas of financial advice can seem complicated, so our handy guides can make it feel less overwhelming. We’ll help you get to grips with specific topics, such as tax planning, investing, life insurance and more.

An Introduction to Investing for Children

We all want our children to have the best possible start in life. But how best to achieve it? Investing offers the potential for strong returns, especially if you start early. This guide considers the options, highlighting the importance of assessing your objectives, making an investment plan and suggests the top tips for investing for maximum tax-efficiency.

An Introduction to Tax Planning

While our taxes go towards providing the important services we all rely on, such as the NHS and schools, no one needs to end up paying more than their fair share. This guide takes a look at the current tax allowances and exemptions that we are entitled to and how to maximise their use in meeting our individual financial goals.

An Introduction to Life Insurance

Although life insurance probably isn’t at the top of many people’s ‘to do’ list, it’s arguably one of the most important financial products anyone can take out, and one of the best ways of protecting your loved ones financially. This guide explains the different types of cover, how much cover you might need and lists the top tips about life insurance.

An Introduction to Equity Release

​Equity release enables homeowners aged 55 and over to access the value tied up in their property without selling it. Understanding its basics helps determine if it's suitable for your financial needs.​

An Introduction to Intergenerational Financial Planning

The generational wealth gap has become all too clear, the baby boomer generation now hold around 80% of all UK private wealth, while today’s younger generation face significant obstacles to accumulating wealth.

An introduction to end of tax year planning

As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you.