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We publish articles under the title “Fact files”.
This is an increasing document library of useful information
for you to browse about specific topics.
Click on any of the links below to download the files in
Adobe Acrobat (PDF) format. You will need to have the free
Adobe Acrobat Reader software installed to view. If you don't
have it, download it here.
Pensions
State
Pensions
Pension
options
Pension
simplification - Contributions
Pension
simplification - Benefits
Pension
simplification - Existing Pensions
Investment
Child Trust Funds
Risk
profile
Investment
conditions
With
Profits funds
Tax
based Investment Schemes
Budget
planner Excel document - If you have Microsoft
Excel installed on your computer, click the
link above and either open or save the excel
Budget Planner file to your hard drive.
Budget
planner PDF document - This is a blank document
you can use to print out and then fill in by hand
if you do not have Microsoft Excel.
Inheritance Tax & Long
Term Care
Inheritance
Tax
Rules
of Intestacy
Paying
for Long Term Care
Equity
Release
Property
Buy
to let
First
time buyers
Other
Charitable
giving
Life
and health insurance
Budget
planner document - This is a blank PDF document you
can use to print out and then fill in by hand. If you have
Microsoft Excel installed on your computer, click the link
below and either open or save the excel Budget Planner file
to your hard drive.
Budget
planner Excel document
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