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Tailored Financial Planning Ltd have compiled a number of useful financial fact sheets (available in either a Microsoft Word or a PDF format) for you to access.
Please select the relevant text link below to download the document.
• Critical Illness Cover
• Home Ownership Schemes
• How does life insurance cover work?
• Inheritance Tax
• MAS Who's Who? - Mortgages
• Mortgages Jargon Buster
• Buying a Home
• Mortgage Advice - Using a reputable broker
• Mortgage Paperwork Checklist
• Equity Release - Unlocking Trapped Capital
• Pension Pot Options – At a glance worksheet
• Pension Scams – Protect your investments
• Quick Guide to pensions
• What is income protection insurance?
• What you can do with your pension pot
• Accord Fact Sheet
• Why does your adviser charge a fee?
• Equity Release Transaction Flowchart
• Purchase Transaction Flowchart
• Remortgage Transaction Flowchart
• Sale Transaction Flowchart
• TEN TOP TIPS FOR INHERITANCE TAX PLANNING
• BEYOND THE 4% RULE THE SCIENCE OF RETIREMENT PORTFOLIOS THAT LAST A LIFETIME
• HMRC Claiming back tax paid on a lump sum
• GDPR Privacy notice
• Untangling Inheritance Tax