Alexander Grace Limited Chartered Financial Planner

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Brochures & Leaflets

Our brochures, leaflets and newsletters cover a range of topics, including Investments & Investment Process, Inheritance Tax, Pensions & Divorce, Pensions and Business Strategies.

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    December 2023 Newsletter
    Spring Budget Summary 2023
    Summer Newsletter 2023

    Thank you for registering your details, feel free to view and download any of our brochures, leaflets and newsletters

    Financial Planning to Fund Your Future Care Helping You Prepare for the Successful Sale of Your Business Enterprise Investment Scheme Explained Helping to Secure Your Financial Future Beyond Your Divorce Pensions made easy, explaining the pension minefield Venture Capital Trusts Explained

    Helping You Create a Successful Financial Future Business Protection – Protecting Your Business and its Key People An Independent Investment Advice Service for Charities Make Sure the People You Love Benefit the Most Onshore & Offshore Investment Bonds Looking After Your Investment Like It’s Our Own Pre-Packaged Investments to Diversify Your Portfolio

    December 2023 NewsletterSpring Budget Summary 2023 Summer Newsletter 2023

    The information in these brochures, leaflets and newsletters is for your general information. In particular, the information does not constitute any form of advice or recommendation and is not intended to be relied upon by users in making, or refraining from making, any investment decisions. Appropriate independent advice should be taken before making any such decision. Past performance is not necessarily a guide to future performance. You should also be aware that the value of investments can go down as well as up and you may not get back the amount invested.

    Financial Factsheets

    The information in these factsheets is for your general information. In particular, the information does not constitute any form of advice or recommendation and is not intended to be relied upon by users in making, or refraining from making, any investment decisions. Appropriate independent advice should be taken before making any such decision. Past performance is not necessarily a guide to future performance. You should also be aware that the value of investments can go down as well as up and you may not get back the amount invested.

    Critical illness cover, your questions answered

    Critical illness cover, your questions answered

    Goals don’t just happen, you have to plan for them

    Goals don’t just happen, you have to plan for them

    I have a Will, so why do i need a lasting power of attorney

    I have a Will, so why do i need a lasting power of attorney


    Insurance that works while you can't

    Insurance that works while you can’t

    More Britons insure their homes than their lives

    More Britons insure their homes than their lives


    No one-size-fits-all protection solution

    No one-size-fits-all protection solution


    Professional financial advice matters

    Professional financial advice matters

    Relying on an inheritance for future financial security

    Relying on an inheritance for future financial security

    Self-employed vulnerable to financial shocks

    Self-employed vulnerable to financial shocks



    Wealth succession

    Wealth succession


    Chancellor retains State Pension triple lock

    Chancellor retains State Pension triple lock


    Drawdown annuities or both

    Drawdown annuities or both


    Financial security and freedom

    Financial security and freedom


    Getting retirement ready

    Getting retirement ready

    How to maximise the value of pension savings

    How to maximise the value of pension savings


    Pensions of significant value

    Pensions of significant value



    Retirement matters

    Retirement matters

    Rising prices can wipe years off retirement pots

    Rising prices can wipe years off retirement pots



    State Pension

    State Pension

    What are the signs you’re really ready to retire

    What are the signs you’re really ready to retire


    Building an investment portfolio

    Building an investment portfolio



    Early bird investors

    Early bird investors

    Maximising your investments in your 50s

    Maximising your investments in your 50s


    Responsible asset selection

    Responsible asset selection

    How to reduce Inheritance Tax by leaving a gift

    How to reduce Inheritance Tax by leaving a gift


    Passing on wealth to the next generation

    Passing on wealth to the next generation

    Passing wealth down through the generations

    Passing wealth down through the generations


    Protecting family wealth

    Protecting family wealth

    Financial Calculators

    Please note these calculators provide an illustration only, based on the answers you’ve provided. It does not take into account your personal circumstances or any charges. Personal illustrations from an expert Financial Planner will be different. Please remember that investment values are not guaranteed and can go down as well as up, so you could get back less than you invest.

    Investment Calculator
    Example values:

    Total Investment Value:

    Total Growth (Allowing For Inflation):

    Starting Amount:
    Monthly Contribution:
    Growth Rate:
    Investment Duration (years):
    Inflation:

    Pension Shortfall Calculator
    Example values (Assumes that pension will discharge over a period of 20 years):

    Fund:    Monthly Pension:

    Fund Shortfall:

    Annual Income Shortfall:

    Additional Monthly Contribution Necessary:

    Current Age:
    Retirement Age:
    Existing Fund:
    Gross Annual Income Required:
    Monthly Contributions:
    Growth Rate:
    Inflation:

    Inheritance Tax Calculator
    Calculate the tax liability of your inheritance based on 2021/22 tax law

    Amount subject to tax:

    Tax Amount:

    Married/Civil Couple
    Property Value:
    Does this include your main home 
    Savings and Investment:
    Other Assets:
    Mortgages:
    Loans:
    Other Liabilities:

    Mortgage Repayment Calculator
    Projected values:

    Monthly Payment:

    Total Payment:

    Mortgage Amount:
    Interest Rate:
    Mortgage Term (years):

    Results are for your general information and use only and are not intended to address your particular requirements. Results should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate results and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of using this calculator. Thresholds, percentage rates and tax legislation may change in subsequent finance acts. Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested.