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This page was last updated 14th June 2018

General & Factsheets

  • Powerpoint Presentation (31mb)
    If you have attended one of my seminars this is the power presentation I use as a summary of the 5 steps to financial mastery. Download
  • Pensions vs ISAs vs GIAs (710kb)
    This guide lays out the differences between Pensions, ISA’s and GIA’s, and helps you to determine which one is most suitable for your investment. Download
  • Guidance on Buy-To-Let Tax Changes (1mb)
    This guide covers the recent changes in the taxation of buy to let properties. Download
  • Lifetime ISA (LISA) vs Help to Buy ISA (435kb)
    A comparison of the important points between these two types of ISAs. Download

Tools & Templates

  • Debt Organising Spreadsheet (47kb)
    This simple spreadsheet helps you to organise your debts. Download
  • HMRC PPP Relief Letter (13kb)
    This download is a template letter for you to complete and send to HMRC to claim higher rate tax relief on Personal Pension payments. Download
  • Key Questions of your Will Application (387kb)
    This download is a template of the key questions you will be asked during a will application. Download
  • Key Questions of your LPA Application (335kb)
    This download is a template of the key questions you need to answer in relation to your Lasting Power of Attorney application. Download
  • Mortgage Calculator (2mb)
    Use this mortgage calculator to work out how soon you can pay off your mortgage. Download
  • Application for State Pension (392kb or 94kb)
    This is the BR19 form which you will need to complete and post to Department of Work and Pensions. There are two PDF’s available, one to complete with a pen (once printed), and the other is interactive for you to fill out on the computer before printing. Download Standard Form | Download Interactive Form
  • Pension Tracing Service
    If you have pensions which you can’t track down, you can use this government service to trace them.  Open Link

The Money Plan™ Exercises

  • Compelling Vision Worksheet (339kb)
    Use this worksheet will help you to determine your financial goals. Download
  • Brain Training Exercise (32mb)
    This audio file will help with the brain training exercise covered in the book. Download
  • Debt Reduction Calculator (647kb)
    This advanced spreadsheet helps to organise your debts, how much interest you are paying and then workout the snowball schedule. Download