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

In the minefield of savings products, pension and investment schemes it is hard to know who to trust for fair and impartial advice. Alistair Fraser has gained our respect and trust, provided us with excellent advice and service, as well as taking a weight off our minds - as we know we have now made some important decisions and plans for our future financial needs.

- Anne & David H, Private Clients