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Resources

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We’ve put together these free guides for you to give you an understanding of some of the topics that many of our clients ask us about.

Written in plain English, and regularly updated, these are absolutely free and you can download as many as you like.

Simply let us know the email address you want them sent to and we’ll do the rest.

By the way, we never trade, swap, rent or sell your email address.

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Introducing auto-enrolment & NEST On 1st October 2012 the first phase of a radical set of pension reforms got underway. Whether you are an employer or an employee – or both – you cannot afford to ignore these major changes. This free guide will give you an impartial understanding of how auto enrolment effects you and what NEST is all about.

Business Succession Planning Owning a business can be a very rewarding experience. But what happens if a business owner dies or falls seriously ill? Much will depend on the type of business – sole trader, partnership or limited company – but unless there has been some advance planning, the chances are that what remains may end up in the wrong hands.

Financial Protection for you and your Family Most of us believe life and other forms of protection insurance is ‘a good thing’. Protecting your family should underpin financial planning and it can also be a key business tool or estate planning mechanism.

Investing in VCTs, EISs & SEISs If you are interested in tax efficient investing, but are baffled and confused, this free guide will help you gain a better understanding or the potential rewards, and the pitfalls, of investing in these special schemes.

investment-planning-and-asset-allocation

Investment Planning & Asset Allocation Investment planning is now a science, not an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?

Planning your Estate Inheritance tax (IHT) can affect not only wealthy individuals but also UK homeowners with modest savings. It is, however, still possible to ensure that your estate passes to your family with minimal IHT liabilities.

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DR Mortgages is a trading style of Jones Hill Ltd which is authorised and regulated by the Financial Conduct Authority. Jones Hill Ltd is registered in England, No. 6886947. Registered address, The Old Brewery, 53 Wine Street, Bradford on Avon, Wiltshire, BA15 1NS.

Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend on your circumstances but we estimate that it will be no more than 0.5% of the loan amount.

This website is intended tor investors over 18 years of age who are resident in the UK only The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients financial planning needs, We hope they are helpful to you but they do not, on their own add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without 'further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice.

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