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 24 Client Guides.
Setting Financial Goals

Setting Financial Goals

Straight forward guide for How to create financial goals you can actually achieve.

Download Guide to setting Financial Goals

Financial Resolutions

Financial Resolutions

Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made at least one New Year’s resolution, but how many of us will actually go on to achieve it? We all have different financial goals and aspirations in life, yet these goals can often seem out of reach. On page 04, if your New Year’s resolutions include giving your financial plans an overhaul, we’ve provided our financial planning tips to help you create a robust financial plan for 2020 and beyond.

Download 2020 Financial Resolutions magazine

Guide to Pension Freedoms

Guide to Pension Freedoms

You've worked hard for your retirement, but before you can start enjoying it, you'll need to decide how your pension will provide the income you need to live on. This guide explains how you can turn your pensions into money you can use.

Download Guide to Pension Freedoms

Guide to Estate Preservation

Guide to Estate Preservation

Effective estate planning aims to ensure that the wealth you have accumulated during your lifetime is distributed to the right people, at the right time and as tax-efficiently as possible. This guide covers the right steps.

Download Guide to Estate Preservation

Guide to Saving and Investing for a child's future

Guide to Saving and Investing for a child's future

How to ensure your children or grandchildren get the best financial start in life

Download Guide to Saving and Investing for children

Guide to Income Protection

Guide to Income Protection

Would you still need a monthly income if you can't work?

Download Guide to Income Protection Insurance

Cultivate the art of Patience

Cultivate the art of Patience

Inside this magazine, we look at a number of the topical financial planning stories making the news agenda. Also, are people sleepwalking into retirement, the financial implications of divorce and the impact to the state retirement age increase to women.

Download Cultivating the art of patience digital magazine

Estate and Trust planning

Estate and Trust planning

This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face.

Download Estate and Trust Planning guide

Retirement Resilience

Retirement Resilience

Full guide to taking over the reins and having more control over your pension pot.

Download Retirement Resilience Magazine


Paul is extremely personable and puts you at ease. He was able to listen well to our concerns & advise & guide us accordingly. His help has been invaluable and has refocused our minds on achieving our goals & dreams.

A Different Way to Manage Wealth

 
(function (i, s, o, g, r, a, m) { i['GoogleAnalyticsObject'] = r; i[r] = i[r] || function () { (i[r].q = i[r].q || []).push(arguments) }, i[r].l = 1 * new Date(); a = s.createElement(o), m = s.getElementsByTagName(o)[0]; a.async = 1; a.src = g; m.parentNode.insertBefore(a, m) })(window, document, 'script', '//www.google-analytics.com/analytics.js', 'ga'); ga('create', 'UA-71523159-1', 'auto'); ga('send', 'pageview');