Free financial planning guides

In 2019 only 8% of the UK adult population received financial advice, according to the Financial Conduct Authority (FCA). It is our belief that the industry needs to do more to make financial advice more accessible so people have the information they need to manage their money. Our financial planning guides are designed to give you a more in-depth look into some key money management topics that might be relevant to you. You can download these resources for free and if they raise any questions or concerns we are always here to help.

The Tax Year: A guide to proactive planning for the new tax year 2021/22

Tax is one of those things that can keep us up at night. By planning for the tax implications of a new financial year you can make sure your savings, investments and pensions perform as tax efficiently as possible. Our ultimate guide to the tax year can help make sure you don’t miss a thing:

 

1. What, and when, is a new tax year?

2. What are the key rules and rates?

3. Important tax allowances

4. What are the important dates for the tax year

5. How the tax year effects savers, investors, tax payers, small businesses, self-employed and employed people

Tax Planning Guide

A guide to managing money in your 20s and 30s

We get to our 20s and 30s and everything just seems to get more complex and serious. You start worrying about how to improve your finances. You get advice from friends, parents and over consume information, in the end you just don’t know where to start or who to trust. We get it! After all, the people running our business are in their 30s too. So, Unividual brings to you views from our professionals and some easy ideas just to get you started, from budgeting through to saving, debt, buying your first home and investing. Then if you want to take things to another level you know where we are.

Managing money in your 20s and 30s

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