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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.
This powerpoint presentation offers a summary of the 5 steps to financial mastery.
Compelling Vision Worksheet
This free worksheet will help you to determine your financial goals.
This spreadsheet helps you to organise your debts.
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.
Guidance on Buy to Let Tax Changes
This guide covers the recent changes in the buy to let taxes.
HMRC PPP Relief Letter
This download is a template letter for you to send out to the HMRC to get PPP tax relief.