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.

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….


Penguin Trust Planning Brochure

Do you want to protect your legacy? Protect your wealth from your kids’ future divorce?   This brochure aims to give a quick overview of how Trusts work, what they are most commonly used for and to correct some of….


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….


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….


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….


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…..


How you can use your Pension Fund to help grow your Business

Self-direction and dynamic ways to use your own pension fund – Download our free guide now A pension plan is a financial product that investors can use to help with their retirement planning. Monies put into a pension plan gain….


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