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Topic Guides Archives - DGS Chartered Financial Planners

Topic Guides

An Introduction to Pensions

  • What is a pension?
  • What types of pension are there?
  • What tax relief do I get on my pension contributions?
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An Introduction to 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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An Introduction to Mortgages

  • Finding the right mortgage for you
  • How much can you afford to borrow?
  • Getting your finances in order
  • .....
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An Introduction to Life Insurance

  • Deciding how much cover is right for you
  • Term insurance or whole-of-life policy?
  • Choosing a joint or single .....
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An Introduction to Equity Release

  • Two ways to release equity
  • This mortgage is for life (usually)
  • Home reversion and lifetime mortgages
  • Takin.....
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An Introduction to Inheritance Tax

  • Are you considering IHT planning?
  • What's the threshold and how can I reduce my liability?
  • The main residence nil-rate.....
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An Introduction to Home Insurance

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