Welcome to the Resource Centre.

Here you will find copies of our personal finance magazine, blog posts and links to financial planning tools.

Please note: Lemonade and Informed Pensions are now ilumiti.

Samuel Long 3/13/23 Samuel Long 3/13/23

The essential guide to ISAs

If you’re saving or investing, using an ISA could be tax-efficient and help you reach your goals.

Samuel Long 1/16/23 Samuel Long 1/16/23

JAN - FEB 2023 - Taxing times: Time for a tax health check?

Samuel Long 11/16/22 Samuel Long 11/16/22

NOV - DEC 2022 - Don’t abandon pension contributions as prices rise.

Samuel Long 9/14/22 Samuel Long 9/14/22

SEPT - OCT 2022 - Putting life on hold - The cost-of-living crisis

Samuel Long 7/25/22 Samuel Long 7/25/22

JUL - AUG 2022 - How to invest your money and avoid costly mistakes.

Samuel Long 5/10/22 Samuel Long 5/10/22

MAY - JUN 2022 - Why now is the time to make sure you protect your wealth.

Samuel Long 5/10/22 Samuel Long 5/10/22

MAR - APR 2022 - Why now is the time to make sure you protect your wealth.

Samuel Long 5/10/22 Samuel Long 5/10/22

JAN - FEB 2022 - Make full use of your relevant tax planning opportunities.

Samuel Long 5/12/21 Samuel Long 5/12/21

Calculate whether you are impacted by the annual or lifetime pension allowance rules.

Samuel Long 5/12/21 Samuel Long 5/12/21

Understand how much life cover you need if the worst were to happen.

Samuel Long 5/2/21 Samuel Long 5/2/21

Pension forecasting tool - understand your options for retirement.

Annuity / Drawdown / Cashout

Samuel Long 2/9/21 Samuel Long 2/9/21

How do you stack up in the 6 key areas of personal finances?

Samuel Long 11/18/20 Samuel Long 11/18/20

Our budget calculator is a simple tool to help you build out your monthly and weekly expenditure to track your spending habits.

Samuel Long 11/9/20 Samuel Long 11/9/20

Learn what you could borrow as well as typical costs.