Guides

Practical guides created by our experts for you to read, download and share.

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What we do

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The 2022/23 end of tax year guide: 7 allowances to make use of before 5 April 2023

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Your guide to children and money

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The complete guide for first-time buyers

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The guide to later-life planning and care

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Your guide to scams

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The history of investing and what you can learn from the past

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Your retirement choices: how to generate an income in later life

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10 things that could increase the value of your property

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Behavioural biases: How they impact your financial decisions

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Inheritance Tax and gifting guide

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Revealed: The value of financial advice

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Your
essential guides to ISAs

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Your complete
guide to the State Pension

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Everything the bank of Mum & Dad should know before lending

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The ultimate guide to National Savings & Investments

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8 things to check when selecting a protection product

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Taylored Life

Your Taylored Life is a working document that has been designed to help keep your important information, life details and future wishes in one place.

It will help your loved ones to properly deal with your affairs in the event of your death or incapacity.

It should be filled in carefully and as accurately as possible.

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Frank’s Guide to the Good Life

In life, we all need someone to give us good advice. In our case, it was ‘Grandpa’ Frank.

Chris’ dad, Frank Taylor, lived a very long and happy life. Frank was married to Edna for 72 years and passed away aged 99 in 2016 just 29 days after her.

A few years ago, we asked him what his secret was. We would like to share his advice with you.

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Speak to a member of our
team today

01204 365 165

info@taylortaylor.co.uk

Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH