As the Equity Release sector and market continues to grow, more of your audience – your clients, prospects and professional connections – will be looking to explore this important subject in more detail. Having a guide in your branding to explain this will be o...Book Details
A Guide to Equity Release
There is no bigger market for advisers, financial intermediaries and accountants to develop than the retirement income market.
This is a guide which is targeted directly at the millions of people who will be heading into retirement over the next ...Book Details
The Retirement Income Guide
This guide outlines the various considerations your readers will need to make – with your help –around the investment structure of a Drawdown Plan. It will tally with your investment process and will provide compelling reasons why your expertise is so important...Book Details
How to Invest in a Drawdown Pension
A guide to Pensions and Divorce is carefully written and presented to ensure clients can understand all the major points that need to be considered and weighed up with a pension in a divorce scenario.
Written as an overview, this is a guide which can be used wit...Book Details
Pensions and Divorce
The guide illustrates the incredible importance of structured financial planning in the process of dealing with this risk and how using a financial planner is one of the only sure fire ways of putting themselves in a better place.
You can have this guide with yo...Book Details
How Financial Planning Helps You Manage Longevity Risk
This is a guide for accountants to use and promote to existing clients or potential clients looking to start their own businesses.
The guide outlines all the major considerations anyone thinking of, or in the early stages of, starting their own business has to t...Book Details
Starting A Business – How Your Accountant Can Help You
This is a guide for those of you who use cash flow financial planning as a central part of your client proposition. It is not specific to any software, the guide explains the basic principles of cash flow planning and why it is such a wonderful exercise for anyone ...Book Details
A Guide To Cash Flow Financial Planning
This guide will explain to your audience how the new Residence Nil Rate Band (RNRB) will apply. It is written as an overview, outlining how a simple looking addition to the IHT rules actually has some complexity to it. More importantly it creates a significant ‘c...Book Details
Inheritance Tax – the Residence Nil Rate Band
This guide is published for your use to demonstrate the value pension fund performance has on the eventual pension pot. Using research from the market, the guide shows how much pension fund performance has differed from fund to fund in the same sector....Book Details
The Importance of Pension Fund Performance
There is no better hook than IHT when it comes to marketing or communications, it has always been a contentious subject that rankles with millions of people. How do you communicate the issues and the solutions to hundreds of relevant people? Use a guide!...Book Details
The Inheritance Tax Planning Guide 2017
This is a non-technical guide aimed at any individual who needs help understanding Income Drawdown. This will include people close to retirement, at the point of retirement and those already in Drawdown. It will also work as an excellent guide for your professional...Book Details
A Guide to Income Drawdown
For us this guide is a departure from our normal “content-type”, we wanted to produce a guide which really told the reader something different and new, counter-intuitive, if you like. Allowing you to put well-informed and interesting information in front of you...Book Details
The Importance of Understanding Longevity When Planning Your Retirement
This is a non-technical guide aimed at helping individuals understand how to go about protecting their wealth and their long term futures. It covers basic life assurance and critical illness policies explaining how these remain the bedrock of financial planning i.e...Book Details
A Guide to Wealth Protection
This is a guide for those of you looking to help people in business, may be just starting out in business, who need to consider their business structure
. The purpose of the guide is to position you, the accountant or financial planner, as the sour...Book Details
Sole Trader, Limited Company or Partnership?
This is an unusual but highly popular guide because it produces a direct line between financial planning and people who run their own businesses. With over 5 million people now operating a business in the UK, with nearly all of these being SMEs, the financial overl...Book Details
Financial Planning for Businesses
A unique research report, first published in 2013, now updated to 2017, which suggests that 50,000 people in the UK may be missing out on NHS Continuing Healthcare.
This is an opportunity for leading Financial Planners and Financial Advisers to use this research...Book Details
Long Term Care Research Report
The new Pensions Freedom environment has changed the nature of pension planning; there are many implications and considerations for advisers and their clients. One trend in particular is accelerating – the idea that in many cases clients will seek to blend differ...Book Details
Blended Retirement Solutions
As more and more employers reach their staging dates and the Auto-enrolment net spreads wider, the issue of compliance becomes more relevant.
The guide shows the eight key steps that need to be taken to ensure overall compliance, with further detail explaining t...Book Details
The Eight Key Workplace Pension Compliance Steps for Employers
The EIS remains one of the stand out tax schemes available to investors; however it also presents a wonderful opportunity for company bosses to raise funds for their businesses.
The guide is published for your use under your own brand, as a top level explanation...Book Details
A Guide to the EIS
Advisers have been handed a golden opportunity to extend their expertise to help existing and new clients understand the seismic changes announced to pensions in 2014.
The guide is published for your use to demonstrate the value of your expertise and advice. It ...Book Details
The New Pension Freedom Rules
This guide is different to our auto-enrolment guides we produced at the end of 2013, because this is specifically written for the smaller Employer. It is an ideal guide for any Financial Planner or Accountant looking to provide their existing clients with a clear o...Book Details
A Guide to Workplace Pensions
A unique guide, unlike any other we have previously produced, this is a guide that has been used successfully for some time by a leading firm of trust and tax planning specialists and we are now able to offer this on a white-labelled basis. This is a guide which su...Book Details
Tax and Trust Planning Guide
A guide which outlines the changes made to pensions and ISAs in the 2014 budget, explaining the financial planning implications and opportunities. Described as the most important changes in pension legislation for a generation, this is a guide which will help your ...Book Details
The 2014 Budget changes to pensions and ISAs
A guide aimed at helping clients and connections check off all the important end of the tax year planning opportunities.
Written in a concise format, this is a guide which is especially good for you to communicate quickly and widely to your existing clients....Book Details
The End of the Tax Year Checklist and Financial Planning Guide
This is a generic guide which positions independent financial advisers as the best possible source for financial planning help.
This is a perfect guide for any IFA looking to promote their brand and identity alongside their biggest market advantage – their ind...Book Details
The Benefits of using an Independent Financial Adviser
Written as an overview of the new auto-enrolment rules, this is a guide targeting small business owners and directors (the key decision makers).
The guide focuses on the rules, how and when they will affect employers and emphasises the need for forward planning....Book Details
A Guide to Auto-Enrolment for Employers
Written as an overview of the new auto-enrolment rules, this is a guide targeting any employee who will be affected.
The guide focuses on the rules, how and when they will affect employees and what employees can expect from their employer....Book Details
A Guide to Auto-Enrolment for Employees
A guide examining how investors can approach investing for income in an environment of low interest rates.
The guide includes a careful appraisal of the different income options investors have and explains how asset allocation techniques allow investors to seek ...Book Details
How to Invest for Income in a Low Interest Rate Environment