Guides & Factsheets

Welcome to the Research Library. The research library provides access to research notes that cover a range of financial topics.

Name Link
Investment Strategy
Risk and Asset Allocation
Fixed Interest and Index Linked Investment
Equity Investment
Residential Property Investment
Commercial Property Investment
Hedge Funds
Collective vs Individual Investment
Investments for Children
ESG - FAQs
Making Better Decisions
Investment Vehicles
Unit Trusts, OEICs and ICVCs
Quick guide to ISAs
Life Assurance Policies
With Profits Funds
Structured Products
Purchased Life Annuities
Friendly Society Policies
Why Consolidate?
Investment Trusts
Name Link
Pension - Withdrawals and Death Benefits
Pension Withdrawals: The Basic Rules
Comparison of Pension Income Contracts
Pension Drawdown
Recycling Pensions Tax-Free Cash
Pension Death Benefits: The Basic Rules
Pension Annuities
Pension Lump Sums post April 2024: Transitional Rules and Protections
Pension - Contributions
Types of Pensions
Pension Contributions: The Basic Rules
Pensions vs ISA for Retirement
Pension Protection Fund
Pensions and Divorce
Auto Enrolment and NEST
State Pension Top-Ups
Name Link
Tax Planning
UK Tax Rules
IHT Planning
Trusts
Employee Share Schemes
Quick guide to ISAs
Quick Guide to VCTs and EISs
Income Tax on Pre-Owned Assets
CGT and the Family Home
Offshore vs Onshore Investment for UK Expats
Residence Nil Rate Band (RNRB)
UK Residence and Domicile
Charitable Giving
Quick Guide to CGT
Name Link
Protection
Protection: An Overview
Whole of Life
Term Assurance
Critical Illness Cover
Income Protection Insurance