Frequently Asked Questions

Factsheets

 A Guide to Autumn Statement

 A Guide to Investment Planning 

 A Guide to End of Tax Year 

 ISA Guide 2011/2012 

 eSmart Money

 Smart Money January/February 2012

 A Guide to Self-Invested Personal Pensions

 A Guide to Inheritance Tax

 A Guide to the National Employment Savings Trust

 Building a bigger pension

 Buying an annuity

 Business Protection

 Critical Illness Cover

 Estate Planning

 Financial Independence

 Income Protection Insurance

 Reducing your investment risk

 Life Assurance

 Long-term care funding

 Making a will

 Self-Invested personal pensions

 Planning for retirement

 Living on a retirement income

 Revolutionising your retirement options 

 New pension rule opportunities

 National Employment Savings Trust

 Term Assurance

 Transferring your pension

 Wealth creation

 Wealth protection

 Whole-of-life assurance

 Retirement changes post April 2011

 A guide to investing for income

Frequently Asked Questions 

Clients often refer to us on specific topics.

Here are answers to some commonly asked questions which may be of interest…

 What changes are being made to restrict Pension Tax Relief?

 What are the six golden rules of Investing?

 What is the second state second pension?

 Can Venture Capital Trusts (VCTs) form part of retirement planning?

 How do I reduce my inheritance tax liability?

 Should I defer my State Pension?

Archived FAQs