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Topic Guides Archives - DGS Chartered Financial Planners

Topic Guides

Sustainable and Ethical Investing

  • Investing responsibly
  • The moral maze
  • Ethical investing
  • ESG and Sustainable Investing
  • The t.....
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Pensions

  • What is a pension?
  • What types of pensions are there?
  • What tax relief do I get on my pension contributions?
  • .....
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Mortgages

  • Finding the right mortgage for you
  • How much can you afford to borrow?
  • Getting your finances in order
  • W.....
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Long Term Care

  • The cost of long-term care
  • Government support for care fees
  • Your property and funding your care
  • Giftin.....
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Life Insurance

  • Deciding how much cover is right for you
  • Term insurance or whole-of-life policy?
  • Choosing a joint or single policy.....
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ISAs

  • Finding the right ISA for you
  • How much can you save in your ISA?
  • Opting for cash or shares – or a combination?
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Inheritance Tax

  • Are you considering IHT planning?
  • What’s the threshold and how can I reduce my liability?
  • The main residence nil.....
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Home Insurance

  • Deciding what type of cover is right for you
  • Protecting your valuables away from the home
  • Understanding how an exc.....
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Equity Release

  • Two ways to release equity
  • This mortgage is for life (usually)
  • Home reversion and lifetime mortgages
  • T.....
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End of Tax Year Planning

  • Your main tax planning opportunities for the 2020–21 tax year
  • Focus on your pension, ISAs, IHT and CGT
  • Using you.....
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