We encourage you to download and read the magazines and guides below.

All the guides and extra information were published with their corresponding magazine issue. All figures are correct at the time of publication.

Magazines

2024

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Jul-Aug – Financial Planning for Business Owners | Jul-Aug – Trusts | Jul-Aug – Later Life Care
May-Jun – Building a Bigger Pension Pot | May-Jun – Individual Savings Accounts | May-Jun – Estate Planning
Mar-Apr – Top 10 Fundamentals For Successful Investing | Mar-Apr – Navigating the Intricacies of Retirement Planning | Mar-Apr – Protecting Your Family
Jan-Feb – Financial Year-End Tax Planning | Jan-Feb – Individual Savings Accounts | Jan-Feb – Financial Planning for the New Year

2023

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Preparing Your Finances for Retirement | Nov-Dec – Making a Will | Nov-Dec – Effective Wealth Creation Strategies
Sept-Oct – Saving And Investing For The Next Generation | Sept-Oct – Investing Essentials | Sept-Oct – Tracing A Lost Pension
Jul-Aug Bonds Vs Equities | Jul-Aug – Protecting Your Financial Future | Jul-Aug – Guide to Retirement Planning
May-Jun – Planning for Retirement | May-Jun – Combining Pension Drawdown with an Annuity | May-Jun – The Principles of Growing Your Money
Mar-Apr – Planning Your Retirement, and How to Get There | Mar-Apr – Setting up a Future for My Grandchildren | Mar-Apr – Inheritance Tax Planning and Passing on Wealth
Jan-Feb – Revisiting Your Financial Plan in 2023 | Jan-Feb – Individual Savings Accounts | Jan-Feb – Minimising or Even Avoiding Capital Gains Tax Liabilities

2022

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Retirement Matters | Nov-Dec – Investing Principles | Nov-Dec – Leaving a Tax-Efficient Legacy
Sept-Oct – Guide to Wealth Creation | Sept-Oct – Maximising Pension Savings | Sept-Oct – Family Protection
Jul-Aug – Guide to Investing | Jul-Aug – Making the Most of Your Future | Jul-Aug – Getting Set For Retirement
May-Jun – Navigating the Cost of Living Crisis | May-Jun – Building Financial Wealth | May-Jun – Estate Preservation
Mar-Apr – Guide to Pound Cost Averaging | Mar-Apr – Guide to Financial Protection | Mar-Apr – Lasting Power of Attorney
Jan-Feb – 2021-22 Year End Tax Planning | Jan-Feb – Setting Financial and Lifestyle Goals | Jan-Feb – Managing and Maximising Your Wealth

2021

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Self-invested Personal Pension Schemes | Nov-Dec – The State Pension | Nov-Dec – New Year ‘Investment’ Resolutions
Sept-Oct – Guide to Investing | Sept-Oct – Investing for Children and Grandchildren | Sept-Oct – Your Options at Retirement
Jul-Aug – Inheritance Tax Planning | Jul-Aug – Critical Illness Cover | Jul-Aug – Portfolio Diversification
May-Jun – Six Principles of Investing | May-Jun – Passing Assets Through Generations | May-Jun – The Future of Retirement
Mar-Apr – Pension Consolidation | Mar-Apr – Lifestyle Protection | Mar-Apr – Investing for Life’s Journey
Jan-Feb – 2020-21 Year End Tax Planning | Jan-Feb – Designing Your Own Lifestyle Plan | Jan-Feb – Individual Savings Accounts

2020

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Cashflow Modelling | Nov-Dec – Wealth Preservation & Wealth Transfer | Nov-Dec – Self-Invested Personal Pensions
Sept-Oct – Getting My Finances In Order | Sept-Oct – Pensions on Divorce | Sept-Oct – Post Covid-19 Retirement
Jul-Aug – ESG Investing | Jul-Aug – Securing Your Financial Future | Jul-Aug – The Effects of Covid-19 on Retirement Planning
May-Jun – Investment Diversification | May-Jun – Investment Insights | May-Jun – Life Insurance Protection
Mar-Apr – Investing for My Future | Mar-Apr – Planning My Retirement | Mar-Apr – Tax Year-End Planning
Jan-Feb – Estate Preservation | Jan-Feb – Pension Freedoms | Jan-Feb – Setting Financial Goals

2019

Nov-Dec

Sept-Oct

Jul-Aug

May-Jun

Mar-Apr

Jan-Feb

Guides & Extra Information

Nov-Dec – Income Protection Insurance | Nov-Dec – Planning for Your Retirement | Nov-Dec – Saving and Investing for a Child’s Future
Sept-Oct – Understanding Investment Risk | Sept-Oct – Estate and Trust Planning | Sept-Oct – Critical Illness Cover
Jul-Aug – Creating the Life You Want | Jul-Aug – Life Insurance | Jul-Aug – Managing Investment Risk
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