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Guides

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All of our guides are designed to help you through the financial basics through to the more complex.

Our recent guides

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How much can I give as a cash gift and how is tax affected?

There many reasons you may want to give a cash gift to your loved ones. We explain the implications from a tax perspective.

There many reasons you may want to give a cash gift to your loved ones. We explain the implications from a tax perspective.

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Investing for children – Stocks & Shares Junior ISA or Offshore Bond in a Discretionary Gift Trust

Looking for the potential of a better return than cash to build a savings pot for a child or grandchild to help with university fees or to give them a head start in early adulthood? This guide explains the options that could be available.

Looking for the potential of a better return than cash to build a savings pot for a child or grandchild?This guide explains the options that could be available.

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Can I get a boat mortgage?

In a nutshell, yes, but it may require you looking beyond standard mortgage lenders to source suitable finance. This is because a houseboat isn’t a “typical” property

In a nutshell, yes, but it may require you looking beyond standard mortgage lenders to source suitable finance. This is because a houseboat isn’t a “typical” pr

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How will Coronavirus impact my pension?

If you had planned to retire in 2020, then you are likely looking closely at your pension to see how much it is now worth and what your pension income might be. This guide looks at your options if you are concerned about retiring because of the Coronavirus pandemic.

If you had planned to retire in 2020, then you are likely looking closely at your pension to see how much it is now worth and what your pension income might be.

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