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 Bitesize Guide #8: Putting Life Assurance Policies Into Trust. It’s a “No-Brainer”

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….

Penguin Bitesize Guide #9: Four Financial Planning Ideas Everyone Needs to Know

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….

Penguin Bitesize Guide #10: Four Ways to Spot if You Have an Under-Performing Pension Plan

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….

Penguin Bitesize Guide #11: Six Big Risks to Your Retirement – and How to Manage Them

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….

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….

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…..

The Retirement Checklist

Planning your Retirement may not be something you’ve thought about, perhaps, it is something you’ve thought about it but don’t know where to start. Downloading The Retirement Planning Checklist helps you understand the main things you need to do as….

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

Penguin © 2024. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More

Privacy Policy