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.

• Home Insurance guide
• Life Insurance guide
• Mortgage guide
• An Introduction to Inheritance Tax
• An Introduction to Pensions
• An Introduction to ISAs
• End of Year Tax Planning
• Equity Release

All guides are personalised at the top with your company logo and details. A PDF costs just £60 plus VAT and printed copies start from £90 for 50 copies – no VAT on print prices.

All print orders include a free PDF version.

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