Brochures & Leaflets
Our brochures, leaflets and newsletters cover a range of topics, including Investments & Investment Process, Inheritance Tax, Pensions & Divorce, Pensions and Business Strategies.
Please complete the form below to view or download any of our brochures and leaflets. Newsletters can be viewed or downloaded without signing-up.
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By submitting this form, you agree to the use of your personal data by Alexander Grace. More information on our privacy policy and how we use your personal data can be found here.
- Brochures
- Leaflets
- Newsletters
June 2024 Newsletter
Thank you for registering your details, feel free to view and download any of our brochures, leaflets and newsletters.
- Brochures
- Leaflets
- Newsletters
Financial Planning to Fund Your Future Care Helping You Prepare for the Successful Sale of Your Business Enterprise Investment Scheme Explained Helping you transfer your wealth to future generations and mitigate Inheritance Tax Pensions made easy, explaining the pension minefield Venture Capital Trusts Explained
Helping You Create a Successful Financial Future Business Protection – Protecting Your Business and its Key People Making Plans for Your Long-Term Care Make Sure the People You Love Benefit the Most Helping You Reach Your Retirement Goals Looking After Your Investment Like It’s Our Own Making Your Money Work Harder Pension Planning for Your Perfect Retirement
December 2023 Newsletter
The information in these brochures, leaflets and newsletters is for your general information. In particular, the information does not constitute any form of advice or recommendation and is not intended to be relied upon by users in making, or refraining from making, any investment decisions. Appropriate independent advice should be taken before making any such decision. Past performance is not necessarily a guide to future performance. You should also be aware that the value of investments can go down as well as up and you may not get back the amount invested.
Financial Factsheets
Our factsheets cover a range of topics, including Financial Planning, Pensions & Retirement, Savings & Investments and Taxation.
The information in these factsheets is for your general information. In particular, the information does not constitute any form of advice or recommendation and is not intended to be relied upon by users in making, or refraining from making, any investment decisions. Appropriate independent advice should be taken before making any such decision. Past performance is not necessarily a guide to future performance. You should also be aware that the value of investments can go down as well as up and you may not get back the amount invested.
Abolishing the Lifetime Allowance for pensions
Abolishing the Lifetime Allowance for pensions
Protecting yourself from investment scams
Protecting yourself from investment scams
The Bank of Family
The Bank of Family
Taxing times
Taxing times
Navigating through divorce
Navigating through divorce
Financial Calculators
Please note these calculators provide an illustration only, based on the answers you’ve provided. It does not take into account your personal circ*mstances or any charges. Personal illustrations from an expert Financial Planner will be different. Please remember that investment values are not guaranteed and can go down as well as up, so you could get back less than you invest.
v2.0.1
Investment Calculator
Example values:
Total Investment Value:
Total Growth (Allowing For Inflation):
v2.0.1
Pension Shortfall Calculator
Example values (Assumes that pension will discharge over a period of 20 years):
Fund: Monthly Pension:
Fund Shortfall:
Annual Income Shortfall:
Additional Monthly Contribution Necessary:
v2.0.1
Inheritance Tax Calculator
Calculate the tax liability of your inheritance based on 2021/22 tax law
Amount subject to tax:
Tax Amount:
v2.0.1
Mortgage Repayment Calculator
Projected values:
Monthly Payment:
Total Payment:
Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circ*mstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.
