Legal Wills, Trust Funds, Inheritance Tax, Shares, Banking Forms...
This site is intended to provide information and guidence for a range of financial services. The portal holds an increasing number of specifically produced downloads, including free forms and letters to assist in your financial arrangements. In addition, advice and information is offered for a number of complex topics.We hope that you will find the Financial-Guide.To to be a valuable and useful source as you organise your finances.
Making a Will
An essential step if you
wish to ensure that your
assets are distributed as
you intendInheritance Tax
Inheritance tax is a problem
for a growing number of people
Setting Up a Trust Fund
A trust fund is a method
of distributing assets in
a tax efficient wayShare Dealing
Buying and selling shares
online is growing in popularityMiscellaneous
General financial services and
productsGlossary
Glossary of financial terms
We are pleased to present the following forms and letters to ease your communications with whichever financial institutions you are dealing with:
Account Transfer
To help you transfer your bank accountRegular Payments
Ask who you are paying regular pre-authorised amounts toCancel Payments
Form to cancel direct debits and standing orders
For more information on specific topics, please download the following PDF files:
Hopefully the information above will have been of significant value. If however you need any further assistance, please do not hesitate to contact us.
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