Patterson-Mills Financial Planning Magazines, Guides & Extra Information

Welcome to our Patterson-Mills Magazines, guides and extra information page.

 

 

All the guides and extra information were published at the same time as a certain magazine and so correspond to a particular issue.

Feel free to download any of the documents that you would like from the downloadable PDFs below.

Magazines

2019

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

May-Jun – Wealth Preservation | May-Jun – The Final Retirement Countdown | May-Jun – Tax Matters

Mar-Apr – Year End Tax Planning 2018-19 | Mar-Apr – Wealth Creation | Mar-Apr – Individual Savings Accounts

Jan-Feb – Setting Investment Goals | Jan-Feb – Retirement Planning | Jan-Feb – Lasting Powers of Attorney

2018

Nov-Dec

Sept-Oct

Jul-Aug

May-June

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Shareholder and Partnership Protection | Nov-Dec – Later Life Care Nov-Dec – How to Grow your Wealth

Sept-Oct – Asset Allocation | Sept-Oct – Investment Planning Sept-Oct – Self Invested Personal Pensions 

Jul-Aug – Protecting Yourself from Scams Jul-Aug – Investing | Jul-Aug – Individual Savings Account Transfers

May-Jun – New Tax Year Planning | May-Jun – Inheritance Tax May-Jun – Retirement Planning

Mar-Apr – Income Protection | Mar-Apr – Lifestyle Planning | Mar-Apr – Stock Market Turbulence

Jan-Feb – Estate Preservation | Jan-Feb – Pensions & Divorce Jan-Feb – Year end Tax Planning

2017

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Creating Wealth for Children | Nov-Dec – Self-Invested Personal Pensions | Nov-Dec – Stocks & Shares Individual Savings Accounts

Sept-Oct: Family Succession Planning | Sept-Oct: Income Investing | Sept-Oct: Protection Matters

Jul-Aug: Investing and Inflation Jul-Aug: Investing | Jul-Aug: Long Term Care

May-Jun: BREXIT May-Jun: Lifetime ISA May-Jun: Retirement Planning

Mar-Apr: Estate Preservation | Mar-Apr: Individual Savings Accounts (ISA) Mar-Apr: New Inheritance Tax Rules

Jan-Feb: 2016+17 End of Year Tax Planning Jan-Feb: 2017 Investment Outlook Jan-Feb: New Year Wealth Planning

2016

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec: Investment Matters Nov-Dec: Professional Financial Advice | Nov-Dec: Wealth Management

Sept-Oct: Active & Passive Investment Management | Sept-Oct – Lifetime Allowance Sept-Oct: Protecting your Financial Plan

Jul-Aug: Investment Planning Jul-Aug: Protecting You & Your Estate Jul-Aug: Retirement Options

May-Jun: Budget 2016 | May-Jun: Lifetime Individual Savings Account May-Jun: New State Pension May-Jun: Retirement Planning

Mar-Apr: Inheritance Tax Planning Mar-Apr: Pension Changes Mar-Apr: Wealth Preservation

Jan-Feb: 2015+2016 Tax Planning Jan-Feb: Guide to Investing in 2016 Jan-Feb: The Spending Review and Autumn Statement 2015

2015

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec: Income Protection Nov-Dec: Investing for Children Nov-Dec: Wealth Preservation

Sept-Oct: Cash Flow Modelling | Sept-Oct: Equity Release Sept-Oct: Retirement Planning

Jul-Aug: Creating a Diverse Investment Portfolio Jul-Aug: New Pension Freedoms Jul-Aug: Wealth Goals

May-Jun: Inheritance Tax Planning May-Jun: Pensions Freedom May-Jun: Budget 2015

Mar-Apr: New Pensions Freedom Mar-Apr: Pension Consolidation Mar-Apr: New Individual Savings Accounts

Jan-Feb: Autumn Statement 2014 Jan-Feb: Wealth Management Jan-Feb: Year End (14-15) Tax Planning

2014

Nov-Dec

Sept-Oct

Jul-Aug

Guides & Extra Information

Nov-Dec: Asset Allocation Nov-Dec: Inheritance Tax Nov-Dec: Retirement Planning

Sept-Oct: Inheritance Tax Sept-Oct: Pensions & Divorce | Sept-Oct: Wealth Protection

Jul-Aug: Auto Enrolment | Jul-Aug: Investment Jul-Aug: NISAs