Resources

Free Guides Download

Please find below some useful free downloads to help you when reviewing your finances.

  • An Introduction to Pensions

    Including: what you can pay in and how you can access your funds
  • An Introduction to ISAs

    Including: what is the right ISA for you, and where to invest
  • An Introduction to Inheritance Tax

    Including: Who pays, the residence nil-rate band and ways to reduce your liability
  • An Introduction to Life Insurance

    Including: Deciding how much cover you need and what type

Awards

Latest news

Quarterly Financial Bulletin – Spring Edition 2019

We begin by looking at ‘Are the best things in life really free?’ showing the potential huge costs over the course of a lifetime and...

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Economic Review – April 2019

As the Brexit deadlock continues, this month we look at interest rates remaining on hold, the inflation rate increasing and the UK economy is stuck...

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Thank you again to all our clients who have given us – Vouched for Reviews

Investment Solutions Client Testimonials – What they really think As we have mentioned previously, in order to obtain feedback from our clients and for new...

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Coming to a crossroads in life

Financial Planning as a result of selling a limited company

Selling shares in a construction company John had a business in construction that he owned with two co-directors. They decided to sell the business as...

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How to partially cash in a Final Salary Pension Scheme

Releasing money from a Defined Benefit Pension  Martin is aged 54, and is married to Katie who is aged 51, they have two children. They...

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Planning for Retirement

Self-employed, with a number of pensions Spencer is 65 and lives in Worthing with his wife.  He is a self-employed carpenter. Spencer came in to...

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Michael and Mandy

Michael and Mandy are 46 and 43 respectively, and own a business in Worthing. They were in the process of buying the business from the...

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Nigel is looking for an investment that will reduce his Income and Capital Gains Tax Bill

Nigel is 55 years old, an additional rate taxpayer, lives in Brighton and works in the city. Nigel’s company was bought by another, and he...

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Daniel and Julie need to release some equity from their property

Daniel and Julie are both 77 years old, retired and own their own home in a private estate in Angmering. Their house is worth around...

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