Please see below our selection of guides available for download. They are free to download so click to find out more.
The convention suggests when you are somewhere around the point of Retirement, you should think about and execute “planning your Retirement Income”. This is a great example where language and how something is described (in terms of words or a….
Most people during their working lives have a life assurance policy. Or more than one. Most people do not have this policy “subject” to a trust. In most cases, that is a basic financial error. Correcting that error is simple – and….
Learning new ideas enhances an understanding of how the financial world works, and a better understanding leads to better financial decisions. These, in turn, lead to better outcomes. There is a direct link between learning and outcomes. When it comes….
If you have a Pension plan of any type, the it is vital you get the very best out of this. This is your money for your retirement and how it performs over the years can make a big difference. You are….
Your retirement is a time for relaxation, fulfilment, and enjoying the fruits of your labour. However, it’s also a phase where careful planning becomes crucial to safeguard your financial security. In this guide, we’ll explore the significant risks that can….
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….
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….
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…..