Financial Advice Cardiff - Financial Planning Free Guides | Penguin Wealth

Free Guides

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

Managing your finances during Covid-19

There are a variety of avenues available to those who may have recently had their hours cut or been made redundant to ensure they can maintain a substantial cash-flow.   This guide was written with the intention of: Helping individuals….


Cash and Cashflow help for your business during Covid-19

What you can be doing to raise cash for your business and ensure that cash flow is maintained during the Covid-19 outbreak. As we continue to face unprecedented times across the globe we have seen a number of Businesses question….


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….


Shareholder Protection Plans

Are you a Shareholder in a Limited Company? Shareholders in private companies, typically owner/managed situations, should utilise Shareholder Protection Plans to Protect their positions. There is a very real risk that the value of a Shareholding, often highly important in….


Help for Self-Employed during Covid-19

Although the announcement from the UK Government may not have been what everyone was expecting for those who are Self-Employed, there are still a lot of avenues available to help and ensure cash is continuing to flow to both you….


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….


A Guide to Income Drawdown

Using an Income Drawdown Pension is a viable way to organise to take your income in your Financial Freedom. However it is also a product to be very wary about. It is important to understand that there are a series….


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….


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