We provide easy-to-read, client-friendly guides which are a handy reminder to prompt a conversation and keep your clients informed on various financial topics. These bitesize guides are reviewed to ensure they are up to date with current tax rates and legislation.
We currently have eight Topic Guides available to order and more publications are released throughout the year. If you would like to be notified when a new guide has been released or updated please click here.
- Home Insurance guide
- Life Insurance guide
- Mortgage guide
- An Introduction to Inheritance Tax
- An Introduction to Pensions
- An Introduction to ISAs
- An Introduction to Tax Planning
- End of Tax Year Planning
- Equity Release
All guides are personalised at the top with your company logo and details. A PDF costs just £40 and printed copies are available at an extra cost. Printed copies receive a free PDF.
To view our full price list please click here
SPECIAL OFFER: We offer a Topic Guides package, which includes six of the guides for just £100. The guides included in this package are: Home Insurance, Life Insurance, Mortgage, IHT, Pensions and ISAs. This package will also give you access to the guides in PDF format following the yearly update without an additional charge. You can therefore always download the most recent version from your online store which we set up for you.
All costs plus VAT.
For more information, please contact us on 01279 882519 or email email@example.com – we’re happy to help!
In order to use some of the literature with clients you would need to have the correct permissions.