Financial Resources And Downloads

Below you will find a selection of Useful financial advice website links, a selection of free downloadable PDF key fact guides and our quarterly newsletter that you may use. 

Pensions

(4 items)

Tax Planning For Pensions

eBook

If you are a high-earner and feel you are paying more and more tax, you are not alone. 

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Income At Retirement

eBook

There comes a time when you stop working for your money and put your money to work for you. 

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Forgotten Pensions

Fact Sheet

The extent to which pension pots are being forgotten about has been revealed in a study from Aviva. 

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Saving For Retirement

eBook

Retirement is something most of us look forward to − particularly on a Monday morning. 

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Investments

(5 items)

Investing Tax Efficiently

eBook

The way that investments are taxed has changed over recent years due to successive governments’ policy changes.

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Making the Most of ISAs

eBook

When Individual Savings Accounts (ISAs) frst appeared in 1999, as a replacement for PEPs and TESSAs, they were a relatively straightforward offering.

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Investing In VCTS, EISS and SEISS

eBook

Governments of both hues have introduced (and closed down) a variety of schemes to encourage investment in new and small businesses.

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Investment Planning and Asset Allocation

eBook

Investment planning is now more of a science than an art; due to technology, ever-increasing investment opportunities and stricter regulation.

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Investing For Your Children

eBook

Most parents want to help their children financially, whether it is making sure there is enough money for their education or helping them to buy a property.

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Insurance

(1 items)

Financial Protection

eBook

Most people’s fnances are like a house of cards, with their ability to earn an income acting as the bottom row.

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Mortgages

(0 items)

Draft

eBook

Text

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Corporate

(2 items)

Business Succession Planning

eBook

If you are a business owner, business succession planning and insurance is important.

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Workplace Pensions

eBook

Automatic enrolment has ‘changed the UK workplace forever,’ according to the Pensions and Lifetime Savings Association. 

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Tax Advice

(2 items)

Inheritance Tax

Fact Sheet

The taxman collected almost £4.9bn in inheritance tax (IHT) in 201/17, according to its latest figures. The highest since its introuction in 1986.

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Living Abroad

eBook

While the thought of going abroad to work or retire may be exciting, the months prior to departure may be highly stressful.

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Financial Planning

(2 items)

Estate Planning

eBook

All too often, people put off estate planning. This is understandable as it requires you to consider what will happen when your life is over.

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Key Stages of Financial Planning

eBook

Most people’s finances are like a house of cards, with their ability to earn an income acting as the bottom row.

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Our Service Fees

Buy to let mortgages

Info Pack

In this 4-page info pack, we have presented our pricing structure for this service in order to help you understand clearly how you are charged.

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Regular Content In Our Newsletter

At IEP Financial we aim to provide you with as much Useful Financial Advice and information as possible to keep you informed and help you make your financial planning decisions in Pensions, Investments, Mortgages, Life insurance, Protection and financial Reviews.  All content from IEP Financial Limited is within the guidelines set out by the Financial Conduct Authority (FCA). 

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