Topic Guides

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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