Investment Guides

Here at Cockburn Lucas we have produced a series of guides. You can download our Investment guides by clicking on the following links:

Pensions and tax planning for high earners

Pensions freedom – drawing from your pension

Strategies for a high tax environment

50 tax planning tips

What to do when someone passes away

Guide to Making a Will

Grow your income

Guide to Diversification

 

Successful long-term investment

Making the most of your savings

The future of Independent Advice 

 Recession-proof your portfolio

 
 

You and yours – estate planning

Business Protection guide

RDR Consumer Guide

Guide to Auto-enrolment and nest

 
   

Guide to Investing for children

Guide to choosing a Care Home

Introduction to the care market

Living abroad – the main tax rules

   

Guide to Planning For Your Retirement

The taxation of investments

Financial scamming – a brief guide

10 Reasons to use a Financial Advisor

I moved from a larger firm to Cockburn Lucas; a smaller and more personal firm. I welcome my annual meetings with Alistair Fraser and feel able to phone him for advice whenever I feel the need to do so. After over a year I feel very positive about both the ethical stance of Cockburn Lucas and their financial results.

- John C, Private Client