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Document Library and External Links


Venture Capital Trust

Venture Capital Trust

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WRAP Platform Guide

WRAP Platform Guide

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Octopus Guide to IHT

Download the file

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The Pensions Regulator

Your staging date is when your automatic enrolment duties come into force and is based on the total number of people in your PAYE scheme. You will need your PAYE reference to find out your staging date.

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DUAL Corporate Risks Website

DUAL Corporate Risks is an underwriting agency committed to delivering insurance solutions exclusively to businesses in the mid-market sector.

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HMRC Inheritance Tax

Understanding Inheritance Tax and probate and what to do before and after a death.

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Octopus Investments Website

Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help.

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Free Credit Report

Get you free credit report here

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Zoopla Home Value Estimates

Want to get an idea what your home – or anyone else’s – might be worth? We offer free instant value estimates for every UK home. Start your search above or browse using the links below.

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Mortgage Calculator

A quick and easy way to calculate your monthly mortgage payments. Simply enter the amount you wish to borrow, the term over which you intend to pay it off and the interest rate.

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Wrap Platform Login

Visit the Site

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Independent Age Website

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Find a Lost Pension

Find a lost pension by contacting the Pension Tracing Service online. You’ll be asked to fill in a form. This service is free.

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State Pension Age Calculator

Calculate when you’ll reach State Pension age or Pension Credit qualifying age and how much you may get in today’s money for your basic State Pension.

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Platform Black

Being responsible for cashflow within a business can cause more grey hairs than anyone cares to admit, so here at Platform Black we’ve created a simple solution that enables you to generate instant finance, via invoice trading. Download the file

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Liability Audit Form

This will help you get one step closer to identifying the business protection needs and putting measures in place to plan for the future well being of the business if the worst happens. Download the file

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Dynamic Cash Management for Corporates

It is time consuming and difficult for businesses to keep their cash in competitive accounts, especially when many corporate accounts pay little, or no interest. Businesses must also balance the requirements of the day-to-day operation, with the need for long-term financial security, and their obligations to shareholders who deserve a decent return on their cash. Extra interest passes straight to the bottom line. Download the file

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Dynamic Cash Management for Charities

It is time consuming and difficult for charity trustees and managers to keep their cash in competitive accounts that also give the security they need. This has never been more important than in today’s volatile financial markets when it is prudent for charities to keep a significant amount of their assets in cash. Download the file

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Duel Asset Underwriting

DUAL Asset Underwriting is an insurance underwriting agency providing specialist insurance solutions for a wide range of asset types. Download the file

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Inheritance Tax

In its simplest terms, inheritance tax is a tax on the money or assets that a person leaves behind when they die. It can also apply to some gifts that are made before someone dies. Download the file

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