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Welcome to the Research Library
The research library provides access to research notes that cover a range of financial topics. Search for research notes by category or use the search box to search for a key term.
Name Link
Investment Strategy 2 Asset Allocation - Risk and Return
Investment Strategy 2 Fixed Interest and Index Linked Investment
Investment Strategy 2 Equity Investment
Investment Strategy 2 Residential Property Investment
Investment Strategy 2 Commercial Property Investment
Investment Strategy 2 Hedge Funds
Investment Strategy 2 Collective vs Individual Investment
Investment Strategy 2 Investing for Children
Investment Vehicles 3 Unit Trusts, OEICs and ICVCs
Investment Vehicles 3 Quick guide to ISAs
Investment Vehicles 3 Split Capital ITs and ZDPs
Investment Vehicles 3 Life Assurance Policies
Investment Vehicles 3 With Profits Funds
Investment Vehicles 3 Ethical Funds
Investment Vehicles 3 Structured Products
Investment Vehicles 3 Purchased Life Annuities
Investment Vehicles 3 Friendly Society Policies
Investment Vehicles 3 Why Consolidate?
Investment Vehicles 3 Investment Companies
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Pensions Retirement and Death Benefits 5 Retirement Income Options
Pensions Retirement and Death Benefits 5 Comparison of Retirement Income Contracts
Pensions Retirement and Death Benefits 5 Traditional Lifetime Annuities
Pensions Retirement and Death Benefits 5 Investment Linked Annuities
Pensions Retirement and Death Benefits 5 Phased Retirement
Pensions Retirement and Death Benefits 5 Drawdown Pension
Pensions Retirement and Death Benefits 5 Recycling Tax Free Cash
Pensions Retirement and Death Benefits 5 Money Purchase Pensions – Death Benefit Options
Pensions Saving 6 Types of Pensions
Pensions Saving 6 Rules on Saving into Pensions
Pensions Saving 6 Pensions vs ISAs
Pensions Saving 6 Pension Protection Fund
Pensions Saving 6 Pensions and Divorce
Pensions Saving 6 Auto Enrolment and NEST
Pensions Saving 6 Protection from the Lifetime Allowance Charge
Name Link
Tax Planning 7 UK Tax Rules
Tax Planning 7 UK Residence and Domicile
Tax Planning 7 IHT Planning
Tax Planning 7 Trusts
Tax Planning 7 Share Option Schemes
Tax Planning 7 Quick guide to ISAs
Tax Planning 7 VCTs and EISs
Tax Planning 7 Forestry Investment
Tax Planning 7 Income Tax on Pre-Owned Assets
Tax Planning 7 CGT and the Family Home
Tax Planning 7 Offshore vs Onshore Investment for UK Expats
Tax Planning 7 Residence Nil Rate Band (RNRB)
Name Link
Mortgages 8 Types of Mortgage Repayment
Mortgages 8 Types of Mortgage Interest
Name Link
Protection 9 Protection: An Overview
Protection 9 Whole of Life
Protection 9 Term Assurance
Protection 9 Critical Illness Cover
Protection 9 Income Protection Insurance
Protection 9 Long Term Care Insurance
Name Link
clarityLaw 10 Wills and Intestacy
clarityLaw 10 Case Study 1 - No Will
clarityLaw 10 Case Study 2 - Homemade Will
clarityLaw 10 Case Study 3 - Will Trusts (Protection Of Assets)
clarityLaw 10 Case Study 4 - Will Trusts (Protection of a Beneficiary)
clarityLaw 10 Types Of Trusts
clarityLaw 10 Taxation Of Trusts
clarityLaw 10 Lasting Powers of Attorney