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.

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….


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….


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….


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….


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 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….


Insurance Cheat Sheet

You’ll have a good idea about what sort of life you want your family to live after you’re gone. But, do you know how you’re going to give it to them? Putting the right Insurance in place mans that you’re….


How Long Will My Retirement Last?

This is a guide which explains that life expectancy is not the most likely date of death. How many people know that their most likely date of death is commonly six or seven years greater than their life expectancy? The….


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