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.

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….

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….

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….

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….

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….

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…..

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