Please see below our selection of guides available for download. They are free to download so click to find out more.
Inheritance Tax (‘IHT’) remains the most contentious of taxes – both politically and morally. Inheritance Tax is a tax which is paid by proportionately very few people in the UK, but where it is payable it often involves substantial sums…..
Knowing how much you spend each month and year can make all the difference when it comes to planning for the life you want to live. Knowing where you spend your money and where you could be saving is the….
‘The Business Secret’ provides a step by step explanation of the key actions required to bring together your business and personal goals. This is a book for Business Owners and aims to produce a stand-out solution to one of the….
The Wealth Secret – Create, Build and Protect your Future the Penguin Way Mapping out the future to meet your widest life goals is all about taking the right steps now. Making sure your Financial Plan is managed through the….
A guide examining all the issues surrounding how to deal with a pension for individuals going through a divorce. The conclusion is that anyone going through a divorce needs to be especially careful to appraise the pension position and subsequent….
Are you nearing retirement? If you are heading towards retirement, just about to retire or already in retirement you will face crucial decisions about how to organise your income. These will be amongst the most important financial decisions you will….
This is a non-technical guide aimed at helping individuals understand how to go about protecting their wealth and their long-term futures. It covers basic life assurance and critical illness policies explaining how these remain the bedrock of financial planning i.e…..
If you are a business owner or in business for yourself, in whatever fashion, we would like to introduce to you an idea: that your business could gain significant benefit from a proven method around planning your finances (and in….
Penguin © 2025. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More
Customer Focus Award
