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Below are a number of free files for you to download which will help with a number of different topics such as investing and debt management.

Powerpoint Presentation

This powerpoint presentation offers a summary of the 5 steps to financial mastery.

Presentation – 5 steps to financial mastery – Dimensional week

Compelling Vision Worksheet

This free worksheet will help you to determine your financial goals.

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Debt Organiser

This spreadsheet helps you to organise your debts.

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Pensions vs ISA vs GIA

This guide lays out the differences between Pensions, ISA’s and GIA, and helps you to determine which one is most suitable for your investment.

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Guidance on Buy to Let Tax Changes

This guide covers the recent changes in the buy to let taxes.

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HMRC PPP Relief Letter

This download is a template letter for you to send out to the HMRC to get PPP tax relief.

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