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Financial Information Resources

Where to go to find out more:

  • MoneyHelper is the UK Government-backed financial guidance service, provided by the Money and Pensions Service. It offers free guides, calculators and planning tools covering budgeting, savings, mortgages, pensions, retirement, investing, tax and debt.

  • Pension Wise a specialist part of MoneyHelper providing free guidance for clients aged 50+ with defined contribution pensions.

  • Citizens Advice Bureau Independent guidance covering:

    • Benefits, Housing, Debt, Consumer rights, Money issues

    Particularly useful for vulnerable clients and those facing life events.

  • HMRC

    Excellent for factual tax information.

    Useful client topics: ISA rules, Capital Gains Tax, Inheritance Tax, State Pension, Self Assessment

  • GOV.UK

    A surprisingly good source of plain-English information.

    Useful topics: State Pension forecasts, Lasting Powers of Attorney, Probate, Bereavement support, Benefits

Bonds

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SIPPs

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ISAs

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Tax

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Annuities

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Bonds ✳︎ SIPPs ✳︎ ISAs ✳︎ Tax ✳︎ Annuities ✳︎

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2025

New York

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