Fact Files & Downloads
A foundation of financial planning is living within your means hence it is important to assess your income relative to your expenditure. As a helpful tool we recommend clients download and complete the below Budget Planner, available in Excel format, to help analyse personal income vs. expenditure:
Budget Planner (Excel download)
Biblical Principles of Financial Planning (ACFA)
This page also provides downloadable generic guidance on various relevant financial planning topics. For this reason we call these documents "Fact Files". Click on the relevant topic below and you will be able to view the appropriate Fact File.
Fact-Files:
Annuity Options
Auto Enrolment
Cars
Coping with death
Credit Rating
Director or Partner Shareholder Protection Insurance
Discretionary Trusts
Ethical Investing
Investing for Children
Lasting Power of Attorney
Life & Health Insurance
Long Term Care Reforms
NEST & Other State Pension issues
Pension Death Benefits - Dec 2015
Pension Lifetime Allowance
Pension Options At Retirement - Sep 2015
Revised Income Drawdown - Jul 2015
State Pensions Explained
Understanding Risk
VAT on IFA services - Sep 2014
With Profits Funds
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