Free investment and pension guides
What you need to know about investments and pensions
Whether you're new to funds, shares and pensions or an experienced investor looking to expand your knowledge our free expert guides have the information you need available to download or request by post.
Market insight from Peter Hargreaves, Mark Dampier and our award-winning research team - including our view on Neil Woodford's departure from Invesco Perpetual. PLUS: Wealth 150 supplement – all Wealth 150 funds reviewed, plus performance statistics and analysis on more than 700 funds.
ISAs can be great if you're looking for a tax-efficient and flexible way to invest. Discover how they can help you invest for your future and get the most from your money.
Investing in Funds
Funds offer a simple, low cost and convenient way of investing and are popular with thousands of private investors. This guide explains what you need to know about investing in funds.
How to Select Shares
Improve the way you select shares today with our free How to select shares guide. This guide reveals six common sense strategies, used by successful investors, to help you identify shares with potential.
Equity income has been a favourite of our investment research team for more than 30 years. Find out about its potential to offer you a rising income and capital growth in this guide.
Investing for Children
Helping a child build up a nest egg can give them a great start in life. We share tips for tax-efficient investing and discuss the options regarding when your child or grandchild gains access to the capital.
Find out how saving tax-efficiently in a Junior ISA could help your child or grandchild, providing they are eligible, get a head start in life.
The Wealth 150 represents our favourite funds for new investment. In this guide we explain how these funds are chosen.
With these tax saving tips you can hand over less of your profit and income to the taxman - meaning greater investment returns for you.
Saving Inheritance Tax
Essential reading if you're planning your estate or are a beneficiary. Features: How to calculate and reduce IHT and how you could use an inheritance.
Risk and Reward
A great introduction to a huge range of investments and their risks. This guide will help you get the delicate balance of risk and potential for reward right in your portfolio.
How you could profit from extraordinary growth in some of the world's most dynamic economies. This free guide contains what you need to know about investing in emerging markets.
Fund Prices, Savings and Yields
How funds work, their pricing, charges and how you can benefit from discounts. Plus – discover the different types of yields and how they're calculated.
What to do When Someone Dies
This guide provides help for those administering estates, including an estate accounts template and details of where to go for further advice. Plus - tips to make life easier for your loved ones after you've gone.
Saving little and often can build up a sizable nest egg over time. Whether you're starting a pension or saving for a rainy day, this guide will help you get started and make the most of regular savings.
Simple, commonsense steps to advising yourself on financial matters. This guide includes the five basic principles to choosing investments and the DIY financial adviser checklist.
Pensions & retirement guides
Shattering the myth SIPPs are complex and costly this guide will show you how a SIPP could help you take control and benefit from a wider choice of investments.
Your Options at Retirement
Choosing how to take your pension benefits is one of the most important financial decisions you will have to make. Use this guide to discover your options, the pros and cons and what happens to your pension when you die.
Income drawdown is a complex subject and not suitable for everyone. This guide explains the benefits and risks of income drawdown to help you make the right decision at retirement.
Top 10 Retirement Tips
Arguably, it has never been more important to squeeze every last drop of income out of your pensions and savings to boost your retirement income. Find out how to get more from existing assets and use any available tax allowances.
Just retired or planning to soon? We share tips on how to boost your retirement income by up to 40%, effective investment strategies and much more from our retirement experts.
Top 10 pension tips
Are you happy with the performance of your pension? Would you like to find out how to boost your retirement income? This simple, no nonsense guide suggests 10 ways in which you could improve your pension.
10 costly pension mistakes
Millions of Britons are making easily - avoided pension mistakes and potentially losing £thousands. Are you one of them? Find out what they are and how to avoid them with this four page guide.
Pensions Tax Relief
Discover how a £20,000 pension investment could cost as little as £11,000. This guide explains how it works and if you could benefit. Includes examples.
How to avoid running out of money when you retire
Are you worried you won't have enough money when you retire? Discover what threats could affect your wealth in retirement, and what simple, sensible actions you could take to combat them.
Buying Property Abroad
Thinking about buying a property overseas? This guide, packed full of useful hints and tips, makes essential reading.
Sending Money Abroad
Find out how to save money when sending money abroad. Incudes tips from the experts, information on sending currency securely and how to make your money go further.
Venture Capital Trusts (VCTs)
VCTs invest in some of the most dynamic and high growth companies therefore they are high risk. Find out more about VCTs and the tax relief on offer in this free guide.
Financial Spread Betting
If you're an experienced investor, Financial Spread Betting offers a low-cost way to trade a range of financial markets in rising or falling markets. Find out more in this jargon free guide.
Contracts for Difference (CFDs)
CFDs open a new way of trading for sophisticated investors. We explain, how to go 'long' or 'short', the range of financial markets available and the risks and rewards of margin trading.