Information Sheets & Resources
Below you will find links to useful sites and resources…
General
MoneyHelper
Free and impartial information, set up by government.
An Easy Guide to Lasting Powers of Attorney
The guide is intended to help people across England and Wales to better understand the importance of having a LPA to manage their finances, health and welfare.
The guide also provides answers to frequently asked questions about LPA and can help to ensure that future decisions in relation to finances, health and welfare are safeguarded.
Tax Guide
Pocket Tax Guide for 2026/27 Tax Year
Money Facts
Helping you make better financial decisions
Retirement
Retirement Living Standards
The Retirement Living Standards, based on independent research by Loughborough University, have been developed to help provide a picture what kind of lifestyle could be achieved in retirement based on 3 income scenarios.
State Pension Guide
Find out how to get the State Pension and what it’s worth
Mortgages:
Anglo-Celtic Home Survey Guide
Guide to the different types of home surveys available.
Mortgage Glossary
A glossary of common mortgage terms
Conveyancing Flow Chart
A flowchart of the conveyancing process.
Rent Smart Wales
Rent Smart Wales assists those who let or manage rental properties in Wales to comply with their Housing (Wales) Act 2014 obligations and provides advice on renting out safe and healthy homes.
Credit Report Guide
A guide to what a credit score means and the main report providers.
Tax Calculations/ Tax Year Overview
Instructions on how to download your Tax Calculations Tax Year Overviews and SA100 from the gov.uk website.
Investment
Automatic Enrolment
The Pension Regulator
Find out when your staging date is.
Re-enrolment and Re-declaration
What to do at the 3 year re-enrolment date.
Data Protection Notice
*Please Note: We are not responsible for the accuracy of information and content of sites linked to.