Plan – Perform – Protect

Download your FREE copy of The Wealth Secret

Create, Build and Protect your Future the Penguin Way
“This is a Book for anyone interested in improving their longer term position and learning how to succeed in managing their finances throughout their life”

IHT – Residence Nil Rate Band Guide

This guide explains how the new Residence Nil Rate Band (RNRB) will apply. It is written as an overview, outlining how a simple looking addition to the IHT rules actually has some complexity to it. The guide’s aim is to….

The Inheritance Tax Planning Guide

Inheritance Tax (‘IHT’) remains the most contentious of taxes – both politically and morally. It is a tax which is paid by proportionately very few people in the UK, but where it is payable it often involves substantial sums. People….

Penguin Trust Planning Brochure

Many people, often without realising it, will come into contact with a trust of some sort during their lifetime. Yet trusts are widely misunderstood and often seen as the preserve of the wealthy. This brochure aims to give a quick….

Pension Fund Research 2017 – Do Not Judge a Book by its Cover

“Do Not Judge a Book by its Cover” This report looks at UK pension funds and investigates whether performance is all it’s cracked up to be. For example, if you – as a pension investor – want to judge how….

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

Penguin © 2024. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More

Privacy Policy