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These general guides and factsheets will provide you with the important things you need to know on a number of financial areas.
If you have attended one of my seminars this is the presentation I use as a summary of the 5 steps to financial mastery. Download
This guide lays out the differences between Pensions, ISA’s and GIA’s, and helps you to determine which one is most suitable for your investment. Download
This guide covers the recent changes in the taxation of buy to let properties. Download
A comparison of the important points between these two types of ISAs. Download
The essential money management guide for students. Download
This guide will help you understand your state pension, along with your forecast and how to top up. Downloads
These tools and templates are used by thousands of members and are designed to make your life easier with organising your financial affairs.
This simple spreadsheet helps you to organise your debts. Download
This download is a template letter for you to complete and send to HMRC to claim higher rate tax relief on Personal Pension payments. Download
This download is a template of the key questions you will be asked during a will application. Download
This download is a template of the key questions you need to answer in relation to your Lasting Power of Attorney application. Download
Use this mortgage calculator to work out how soon you can pay off your mortgage. Download
This is the BR19 form which you will need to complete and post to Department of Work and Pensions. There are two PDF’s available, one to complete with a pen (once printed), and the other is interactive for you to fill out on the computer before printing. Download Standard Form | Download Interactive Form
If you have pensions which you can’t track down, you can use this government service to trace them. Open Link
Cashflow spreadsheet specificially for university students. Download
If you have purchased a copy of the book “The Money Plan”, then the below covers a number of exercises referenced in the book. If you haven’t read the book, these exercises are still useful to do and easy to follow.
Use this worksheet to help you to set your financial goals. Download
This audio file will help with the brain training exercise covered in the book. Download
This advanced spreadsheet helps to organise your debts, how much interest you are paying and then workout the snowball schedule. Download
This form will help you to organise your income, expenditure assets and liabilities.Download