Guides

Useful downloads

Our guides are intended for retail clients only and the content may not be suitable for all consumers. By clicking links to research material referenced within the guide you will be leaving the iWealth Ltd website where we are not responsible for the accuracy of the information presented.

The 2020/21 end of the tax year guide

Our guide explains seven key allowances you should consider to ensure you’re ready for the 2021/22 tax year...

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Inheritance Tax and gifting guide

Our latest guide explains the basics of IHT and what you need to consider if you want to make gifting part of your long-term financial plan...

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Revealed: The value of financial advice

Our guide looks at the ways financial advice can help you reach your goals and improve wellbeing. From improved financial security as assets grow to confidence in your long-term plans, financial advice can deliver numerous advantages...

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12 key points to consider before you start investing

Investing is a crucial part of a financial plan for many people. If you’re considering investing, whether for the first time or expanding your current portfolio, our new guide can help you understand what you should think about first...

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Your essential guide to ISAs

Whilst ISAs have been around for 20 years, the product range and allowance has changed considerably in that time. As a result, it can be more difficult than you would expect to pick the right ISA for you. So, we’ve put together a guide to help you get to grips with the ISA options open on offer...

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Your complete guide to the State Pension

Our Complete Guide to the State Pension is designed to help you figure out how the State Pension will support your retirement goals alongside other income. From how the State Pension age is changing and when you’ll receive it to what the triple lock means for your future income, we look at the crucial things you need to know...

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Everything the Bank of Mum and Dad should know before lending

If you are thinking of opening the doors to the Bank of Mum and Dad either now or in the future, here’s a guide to all the factors you need to consider...

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8 things to check when you’re selecting a protection product

Have you taken out a financial protection product? It’s a step that can help improve your resilience and give you peace of mind...

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The retirement transition: A guide to preparing for modern retirement

In the space of just a few generations, retirement has changed hugely. If you're planning for your retirement now, you probably want a lifestyle that's very...

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The top 9 things you should consider doing before tax year end

The current tax year ends on 5 April 2020 and this date represents the final chance to use many of your annual thresholds and allowances...

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