Useful Publications
The following documents are a selection of useful and topical publications we have available for you to access in an electronic format. We will be updating or adding to them on a regular basis, at least every two months, so please keep revisiting this part of the site for up to date tips on a variety of financial planning issues.
Also included is a copy of our Equus Wrap investment solution brochure. Please also refer to our dedicated "Equus Wrap" page for more information.
Of course, please do not hesitate to contact us using one of the shortcuts to the right should you wish to discuss any of the articles in more depth.
 |
Grayside have won the coveted Shoppers Choice award from FTs Financial Adviser Mystery Shopper survey - for the second time!! This is a link to copy of the full survey feature. |
|
This brochure provides further information about our exciting new Equus investment proposition. Please see our Equus Wrap page, and contact us to discuss this in more detail. |
 |
Our detailed quarterly economic review of global equity markets, which we have commissioned from our investment analysts Rayner Spencer Mills. January 2012. |
|
Our asset allocations and fund selections are reviewed formally on a quarterly basis, by our investment analysts RSM. This research note documents the review that has taken place and any changes resulting from it. It should be read in conjunction with the latest Quarterly Economic Review. January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
Past performance analysis as at 1st January 2012 |
|
A short update from us on recent increases in Motor Insurance premiums, and why you should insure your car through Grayside. |
|
Our offer of a mortgage review for all clients, with special relevance if you are paying your lenders Standard Variable Rate, given that the current low rates of interest may be about to end. Updated November 2011 |
|
This month our newsletter includes articles on smoothing out portfolio returns to increase the long term values of investments; how to fine tune your portfolio to reduce risk, hedge against inflation and diversify; and securing the kind of pension you would like to live on. |
|
This edition includes articles discussing the how much retirement income should you be aiming for, shared investments and how to diversify your portfolio, new pension rule opportunities, and how to use trusts to pass on your wealth in a tax efficient manner. |
|
This edition of our newsletter offers ideas on spring cleaning your investments and focusing your portfolio for growth &/or income, estate planning, a flexible approach to retirement, as well as a summary of the March 2011 Budget. |
|
This edition of our electronic newsletter includes guidance on drawing pension income, planning your life assurance needs to provide family security, and an ISA surgery. It also includes a section on IHT planning to help keep your wealth in the family. |
|
A very short guide outlining a number of changes affecting pension annuity rules with effect from 6th April 2011. |
|
A useful guide to the governments National Employment Savings Trust pension scheme which will affect an increasing number of employers and employees from 2012. Includes a summary of auto-enrolement and opt-out rules as well as minimum contributions levels. |
|
This handy new guide gives helpful sugggestions for taxation planning for the year ending 5th April 2011, including ISA and Pension allowances and CGT tips. |
|
A useful Q&A style summary of this method of retaining investment choice and control over your retirement income. |
|
A short update to our Guide to Income Drawdown which explains the criteria required to qualify for the new Flexible Drawdown rules which were introduced in April 2011. |
|
This updated guide includes articles explaining the various types of life assurance, as well as critical illness cover, income protection, long-term care planning, trusts and making a Will. |
|
A short guide to help understand the considerations behind transferring the benefits from an old employers pension scheme to a new scheme. |
|
A specialist guide providing ideas to help make sure everything you own goes where you want it to tax efficiently. Includes articles on protecting your wealth, transferring assets, the probate process and trusts. |
|
This useful guide is designed to make you think about selecting the right investment to meet your investment goals, as well as providing details of a variety of investment vehicles, the benefits of diversification, as well as taxation matters. Also included is a handy jargon busting A-Z. |
|
A useful guide explaining your annuity options available from age 55, and how to maximise your benefits when you decide to turn your pension fund into a retirement income. |
|
This short guide explains the ISA rules for the 2010/11 tax year, as well as explaining eligibility limits and taxation issues. Important reading if you havent yet used your ISA limit for the year ending 5th April 2011. |
|
This short guide explains how a Self-Invested Personal Pension can provide you with the investment choice to enable a greater control over your retirement planning. |
|
A specialist newsletter considering issues to help develop a financial plan for you and you family, including investments, retirement and protection for you and your estate. |
|
This guide helps explain the issues surrounding state pension benefits, personal pensions, and employer pension schemes, as well as retirement options including Annuities and Drawdown.The latest edition includes information about the new NEST scheme and salary sacrifice. |
|
This is a very timely and detailed report on the March 2011 Budget from our Accountants Hakim Fry. |
|
A second detailed summary document for the March 2011 Budget. |
|
This topical guide provides a breakdown of the spending plans for each Government Department, as well as the full Chancellors speech to the House. |
Adobe Acrobat reader is available, free, from the Adobe web site. Click on the logo below:
