Shared knowledge, informed choices
Our Key Guides and Special Reports allow you to quickly and expertly communicate important developments that will affect your clients with their personal financial and business planning.
NEW for 2019 - a new design and layout for your Key Guides, plus additional specialist topics.
We take complex subjects, such as saving for and taking your pension, tax planning for higher rate taxpayers, or starting and selling a business, and create well-structured publications to complement your authoritative guidance.
Each report is personalised with your firm’s logo and contact details so it appears to come directly from you. They are a great tool for marketing your firm and staying ahead of the competition.
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Add to your website and create a long-term client reference portal
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Send to prospective clients to showcase your service
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Discuss in client review meetings to highlight planning opportunities
Key Guides and Special Reports are updated regularly and are a cost-effect way of allowing you to address a specific set of clients or focus on a particular theme.
Take a look at our titles below and discover how Key Guides and Special Reports can enhance your business.
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Key Guides
Expert communications for financial advisers to inform and update your clients
Redesigned for 2019, Key Guides are a set of 12 attractive and impressive personalised PDF guides to create an effective digital resource for your clients.
The full set of 12 titles includes:
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Investment planning and asset allocation
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Financial protection for you and your family
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Investing for children
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Business succession planning
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The financial planning journey
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Pensions and tax planning for high earners
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You and yours – estate planning
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Investing tax-efficiently
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Saving for retirement
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Taking income at retirement
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Taxation of property
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Making the most of ISAs
From January 2019 - specialist single topics are available on:
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Later life planning
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Investing in VCTs, EISs and SEISs
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Living abroad
“The series of Key Guides address complex issues in a way that is simple and easy for clients to understand. They are highly informative and give our clients plenty of food for thought which in turn reinforces our service proposition. One of the most important features for us as a business was the ability to customise the guides to reflect our company style and branding.” Nikki Mitchell, Bishop Fleming
An annual subscription for the full set is £995 + VAT. Please call us on 020 7970 4142 to discuss your requirements.
We also offer a selection of topic specific bundles and single specialist topics, so please get in touch for further information.
Download sample pages and design information
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Key Guides
Expert communications for accountants to inform and update your clients
Redesigned for 2019, Key Guides are a set of 12 attractive and impressive personalised PDF guides to create an effective digital resource for your clients.
The full set of 12 titles includes:
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Making the most of fringe benefits
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Tax allowances for business investment
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Starting and selling a business
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Strategies for a high tax environment
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Working through personal service companies
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Accessing your company profits
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Pensions and tax planning for high earners
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Retirement and tax
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You and yours – estate planning
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Investing tax-efficiently
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Taxation of property
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Making tax digital
From January 2019 - specialist single topics are available on:
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Making tax digital
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Living abroad
An annual subscription for the full set is £995 + VAT, please call us on 020 7970 4142 to discuss your requirements.
We also offer a selection of topic specific bundles, so please get in touch for further information.
Download sample pages and design information
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Year End Tax Planning Report
Help your clients start the new year as they mean to go on...
Are your clients making the most of their tax reliefs and allowances? As the tax year end approaches, you can encourage them to maximise their tax planning with a personalised guide to the key areas they should be focussing on.
Highlight the key year end tax planning actions they need to take to save tax and deliver a personalised Year End Tax Planning report including tips on:
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Income tax saving for couples
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Directors and employees
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Capital gains tax planning
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Pension tax planning
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Tax-efficient investments
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Inheritance tax planning
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Charitable giving
Available in two formats:
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A 6-page A4 PDF in our Key Guide style with your personalised covers
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An A4 page personalised newsletter for print or PDF.
Prices start from only £255 + VAT. Please call us to discuss your requirements
Download sample pages from the Year End Tax Planner PDF
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Our account managers are available to discuss our range of Key Guides and Special Reports and how they can support your business. For further details about our range of personalised reports and guides or to place your order, please contact us.