Guides

Our range of investment and financial planning guides gives you more information on the many ways we can help you achieve your goals.

Latest guides

Financial Planning Matters guide

Financial Planning Matters

The latest edition of Financial Planning Matters, our financial planning magazine.
Financial Planning and Divorce guide

Financial Planning and Divorce

This guide explains the financial decisions that may need to be made during the divorce process and how a financial planner could help.
Tax-efficient investing guide

Tax-efficient investing

Find out more about the various options available for tax-efficient investing, from simple solutions to those more suited to sophisticated investors.
Making financial gifts guide

Making financial gifts

Many people want to make financial gifts to others – this guide gives you details of the rules, allowances and tax treatment.
Residence nil rate band guide

Residence nil rate band

Introduced in April 2017, the residence nil rate band is an allowance for passing on the family home without paying Inheritance Tax.
Making the most of your pension guide

Making the most of your pension

This guide helps you to ensure you are making the most of your pension.
Two experts working together with you guide

Two experts working together with you

Financial Planning Partner Stephen Parker and Investment Director Stephen Lawler explain our combined financial planning and investment service.
Working with your family across generations guide

Working with your family across generations

Find out more about inter-generational planning and how we can work with your whole family.
An inside look at the Investment Advisory service guide

An inside look at the Investment Advisory Service

We spoke to two of our investment advisers and a client to find out more about how the Investment Advisory Service works.
Paying for care guide

Paying for care

This guide looks at how care funding works, how much care fees may cost and how a financial planner can help you with planning and paying for care.

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