RESOUrCES
Tax Card 2019/20
Click here to download
Taxation and Allowances Guide 2016/17
Click here to download
Factsheet
EF FACET Cautious Discretionary Portfolio Fund
• 2019 EF FACET Cautious Discretionary Portfolio Fund December 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund October 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund September 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund August 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund July 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund June 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund May 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund April 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund March 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund February 2019
• 2019 EF FACET Cautious Discretionary Portfolio Fund January 2019
• 2018 EF FACET Cautious Discretionary Portfolio Fund December 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund November 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund October 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund June 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund May 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund April 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund March 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund Feb 2018
• 2018 EF FACET Cautious Discretionary Portfolio Fund Jan 2018
• 2017 EF FACET Cautious Discretionary Portfolio Fund December 2017
• 2017 EF FACET Cautious Discretionary Portfolio Fund Nov 2017
EF FACET Balanced Discretionary Portfolio Fund
• 2019 EF FACET Balanced Discretionary Portfolio Fund December 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund October 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund September 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund August 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund July 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund June 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund May 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund April 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund March 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund February 2019
• 2019 EF FACET Balanced Discretionary Portfolio Fund January 2019
• 2018 EF FACET Balanced Discretionary Portfolio Fund December 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund November 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund October 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund June 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund May 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund April 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund March 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund Feb 2018
• 2018 EF FACET Balanced Discretionary Portfolio Fund Jan 2018
• 2017 EF FACET Balanced Discretionary Portfolio Fund Dec 2017
• 2017 EF FACET Balanced Discretionary Portfolio Fund Nov 2017
Factsheets
Money purchase annual allowance
Creating the life you want
Financial protection
Financial support
Freedom to choose
Investment matters post-Brexit
Designing a custom investment portfolio
Individual Savings Accounts (ISAs)
‘It won’t happen to me’
Life insurance
Lifetime Allowance
Money’s too tight to mention
Consolidating your pension pots
Pension reforms
Retirement planning
Saving for a rainy day
Time is of the essence
Who will care for you in old age?