New | Webinar

Upcoming webinar - Inheritance Tax planning: using Trusts

Friday 4 October, 3pm

View featured insight

Company update

£1 billion assets under advice

The Penny Group has reached its medium-term business plan of £1 billion AUA

Mortgages

Case study: joint borrower sole proprietor mortgage application

Understanding the lending criteria and potential limitations.

Investment

Omnis Agility

Monthly Omnis Agility update

Protection and insurance

Is my critical illness plan providing me with the right level of cover?

Understanding your level of cover and the additional benefits that may be available to you.

Charlie Escott, Financial Planner at The Penny Group, discusses the benefits of helping your children to pay their university tuition fees

Wealth

Should I help my child with university tuition fees?

If you can pay tuition fees up front, should you?

Company update

The Penny Group wins SME News award

Most Client-Focused Financial Planning Practice 2024 London

Webinar

Inheritance Tax: Keeping it in the family

If you missed our inheritance tax webinar you can view the recording here

An older couple enjoying their retirement on holiday

Pensions

Retirement planning

Don't put it off

Company update

Corporate Chartered Status renewal

The Penny Group has been awarded Corporate Chartered status for the 7th consecutive year

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Insights

Upcoming webinar - Inheritance Tax planning: using Trusts

Company update

£1 billion assets under advice

Mortgages

Case study: joint borrower sole proprietor mortgage application

Investment

Omnis Agility

Protection and insurance

Is my critical illness plan providing me with the right level of cover?

Wealth

Should I help my child with university tuition fees?

Company update

The Penny Group wins SME News award

Webinar

Inheritance Tax: Keeping it in the family

Pensions

Retirement planning

Company update

Corporate Chartered Status renewal