Free Guides

Download one of our free resources

Please see below our selection of guides available for download.  They are free to download so click to find out more.

5 Things You Should Do To Protect Your Business From Potential Disaster

Managing a successful Business includes having a high regard for protecting against the various “What If?” scenarios that can derail any business. Smart Owners and Managers know that this is one of their most important responsibilities. This guide provides you….


Expenditure Review

Knowing how much you spend each month and year can make all the difference when it comes to planning for the life you want to live. Knowing where you spend your money and where you could be saving is the….


The Trustee Guide

Do you know what a Trustee is or does? A Trustee is somebody you appoint when you put a Trust in place that knows exactly how and when your wealth and assets should be distributed. Trustees take their instructions from….


The Attorney Guide

This guide is for Lasting Powers of Attorney   Penguin’s Attorney Guide is dedicated to helping you and your Attorney’s understand roles and responsibilities. This guide outlines… What’s expected of an Attorney How to act as an Attorney What is….


Residence Nil Rate Band (RNRB)

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. Inheritance Tax is a tax which is paid by proportionately very few people in the UK, but where it is payable it often involves substantial sums…..


Top Tips To Consider When Moving House

Moving house is commonly cited as one of life’s more stressful events. The to-do list will be a long one. We have produced this short guide to try and help you with several tips that may make things easier for….


How to get a Mortgage if you are Self-Employed

Being Self-Employed can have many benefits and advantages, but when it comes to arranging a Mortgage or sorting out a remortgage, your Self-Employed status can make it tricky. This guide includes 8 top tips to help you navigate the Mortgage….


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