Financial Advice Cardiff - Financial Planning Free Guides | Penguin Wealth

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.

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….


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…..


Financial Planning for Businesses

If you are a business owner or in business for yourself, in whatever fashion, we would like to introduce to you an idea: that your business could gain significant benefit from a proven method around planning your finances (and in….


The Business Secret

‘The Business Secret’ provides a step by step explanation of the key actions required to bring together your business and personal goals. This is a book for Business Owners and aims to produce a stand-out solution to one of the….


The Wealth Secret – Create, Build and Protect your Future the Penguin Way

The Wealth Secret – Create, Build and Protect your Future the Penguin Way Mapping out the future to meet your widest life goals is all about taking the right steps now, making sure your financial plan is managed through the….


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