Money Articles & Financial Help Guides
We have put together a few help guides that explain various parts of Financial Planning including, Investment Planning, Pension Planning & Tax Planning, these guides should only be used as a reference and are solely for information purposes only. We have tried to make them as accurate as possible based on our understanding of current regulations and tax allowances. However Adviser Index always recommends seeking advice from professionals such as Financial Advisers, Solicitors and Accountants for advice on personal circumstances.
Our current Help Guides:
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What Is Financial Planning
Financial Planning Process Explained
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IHT & Tax Planning
Including details about Inheritance tax and trusts
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Investment Planning
Find out more about unit trusts, offshore bonds and ISAs
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Pension Planning
Understand more about allowances and different schemes available
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Protection Planning
What is Term Assurance and How do Whole of Life Polices Work
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Mortgage Planning
Including interest only mortgages and endowment mortgages
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Financial Terms Glossary
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Mortgage Terms Glossary
We aim to have these new areas available soon, so please visit again to keep updated. We will endeavour to keep our help guides up-to-date and add new material, you can also visit our useful links page to find contact details for HMRC etc.
