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 had no idea until taking independent advice from Cockburn Lucas that my retirement options covered so many areas, and am really grateful for the professional and clear way in which these options have been explained. As you can imagine, the decision on how to take my pension was something I couldn’t afford to get wrong or take chances with, so I am grateful for all the help and expertise they have provided in dealing with my need for advice.

- Tom Scothorne, Private Client