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