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.