Resources
Discover our range of useful ebooks, videos and resources.
Home ›
eBrochure
Intergenerational Planning Brochure
An insight into how we help our clients maximise and protect their wealth across multiple generations.
Our Client Charter
Discover more about McGarvey Jones and our client centric approach.
FINANCIAL EDUCATION BULLETINS
Understanding Tax Relief
A short video that gives an introduction to tax relief.
Introduction to Business Trusts
An introduction on how you can utilise Business Trusts.
Legacy and Intergenerational Planning
An overview of legacy planning from a legal viewpoint.
Using Education Trusts For Minors
An explainer video on how families can use Education trusts to pay for tuition fees.
Extracting Money From a Business Tax Efficiently
A short video on various ways you can extract money from a business in tax efficient ways.
Simple Retirement Planning
A quick-look approach to the pension planning process.
Taking Benefits from your Pension at Retirement
An introduction to tax efficient planning when taking benefits from your pension.
Wills and Lasting Powers of Attorney
A look into ways of ensuring your legacy is protected with Wills and Lasting Powers of Attorney.
Understanding Tax Relief
A look into ways of ensuring your legacy is protected with Wills and Lasting Powers of Attorney.
USING PENSIONS FOR LEGACY PLANNING
A look into ways of using pensions in your legacy planning.
Videos
Do you want to leave an inheritance or a legacy?
This video explains how we help our clients with financial planning across multiple generations to minimise inheritance tax, protect their legacy and protect the family future.
Why do you need a family financial plan?
Discover how our clearly defined financial plans help our clients accumulate and protect their wealth in the most tax efficient way.