Downloads

We've written more detailed guides on some of our areas of expertise. Select the download you'd like to receive and we'll send a link to your email.

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All Documents

First-time Buyer Guide

DocumentFirst-time Buyer Guide

Buying your first property can seem like a daunting task so it helps to have a supportive broker on your side. Our team have helped hundreds of clients through their first purchase so our Head of Mortgages, David Baker has written this detailed guide. It takes you through the process step by step and will help you be better prepared for your move onto the property ladder. Sign up in the box below and you'll be directed to the download page. We'll also send you some other useful info by email which of course you can opt out of at any time. 

Guide to Inheritance Tax

DocumentGuide to Inheritance Tax

Will your house and assets generate an inheritance tax bill? Without expert help and planning, your descendants could end up with a tax bill that takes up a large proportion of your wealth. This 10 page Guide gives you an overview of the rules, explains what's included in your estate and covers some of the ways in which IHT might be reduced. Inheritance Tax is a complex subject and an area where we would always recommend taking specialist advice. To download the Guide, add your email address in the box below. 

March 2016 Budget Summary

DocumentMarch 2016 Budget Summary

We commissioned this report to summarise the key points of the Budget in a straightforward, succinct document. To download, please enter your email address below. 

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