Financial planning library
Resources for you
We know what matters most to you, so we make it easy for you to stay up to date with the changing financial and political landscapes and keep informed on specific financial topics with our reports and videos.
Spotlight on: Wealth Protection
Spotlight on: Wealth Transfer
Spotlight on: School Fees
A review of the options open to parents and grandparents to help mitigate the rising cost of private education.
Spotlight on: Inheritance Tax
Spotlight on: Retirement Planning
Spotlight on: Business Sale
Spotlight on: Bereavement
Videos
Watch the latest updates from our Investment and Wealth advice team, as they discuss topics from fiscal policy to the latest Chancellor’s budget.
What you need to know
Tax laws may change and taxation will vary depending on your own personal circumstances.
Investments can go up and down in value and you may not get back the full amount you invest.