Education Centre

Here you can find access to various documents giving you everything you need to know on all matters financial. This area will be revised on a regular basis so check back for more info!

IQ’s guide to Shareholder Protection

IQ’s guide to Later Life

IQ’s guide to Setting Investment Goals

IQ’s guide to Lasting Powers of Attorney

IQ’s guide to Retirement Planning

IQ’s guide to Inheritance Tax

IQ’s guide to Pensions & Divorce

IQ’s guide to preserving your estate

IQ’s guide to SIPPs

IQ’s guide to Stocks & Shares ISAs

IQ’s guide to year end tax planning

IQ’s guide to saving for your children

IQ’s guide to Income Protection

INVESTMENTS

pdf Investing – a beginner’s guide

pdf Asset classes explained

pdf Diversification

pdf Assessing investment risk

pdf ISAs

pdf Unit Trusts & OEICs

pdf Stocks & Shares ISAs

pdf Investing in shares

 pdfInvestment bonds

pdf

 Structured products

pdf Enterprise Investment Schemes, Venture Capital Trusts and Seed Enterprise Investment Schemes

 

PENSIONS

pdf Pensions tax relief

pdf Auto enrolment

pdf

 SIPPs

pdf Pension liberation fraud

pdf Defined benefit schemes

pdf Enhanced annuities

pdf

 Income drawdown

 

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