Client Guides and Digital Magazines

The content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements. Panthera Wealth is not responsible for the content or the accuracy of information within any of the referenced external links. Content is provided by Goldmine Media publication.


Browsing 1 - 10 of 44 Client Guides.
Investing for Life's Journey

Investing for Life's Journey

Whatever age you are, wherever you are on life's journey, it's human nature to live in the moment and cope with whatever challenges life throws at you. Read our short guide to take the right path.

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Reduce your Inheritance Tax Bill

Reduce your Inheritance Tax Bill

You’ve worked to create a legacy for the people you care about. But have you put in place plans so that your loved ones can receive the most from the estate you intend to leave behind? Read our guide for 10 ways to protect your loved ones.

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Year-end Tax Planning
New Year New Start

New Year New Start

Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future. Enjoy our new year digital guide here.

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Take it the Max

Take it the Max

The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones, the new normal has also highlighted the need for financial guidance and support during this turbulent period. Read our in-depth Smartmoney guide.

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Post COVID-19 Retirement Planning

Post COVID-19 Retirement Planning

The pandemic outbreak and resulting financial fallout have caused considerable financial stress for many, making it difficult to decide about how and when to retire. Read our in-depth guide to understand your options.

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Guide to Getting my finances in order
Guide to Pensions on divorce

Guide to Pensions on divorce

If you're going through a divorce, dividing up any pensions you have will usually be one of the largest financial decisions you need to make. Read our short guide to understand your options.

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Preserving your Wealth

Preserving your Wealth

Welcome to our latest issue. A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.

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The effects of COVID-19 on Retirement planning

I've known Paul for over 5 years. Paul is friendly, relaxed and a pleasure to deal with. He is extremely knowledgable and serious about financial planning which makes the process stressfree and I feel very confident about the plans in place to maximise my income, particularly during retirement.

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