Mini Guides

Clear, compact client guides on a range of topics, ideal as an introduction to key tax and financial planning issues.

Mini-Guides are perfect for:

  • Displaying in your reception area
  • Including with client letters, prospect mailshots, annual accounts, seminar material etc
  • Providing referral sources with hand-out literature

Available in two designs - Snapshot and Wave - and twelve titles:
  • Inheritance Tax
  • Personal Planning
  • Retirement Planning
  • Business Planning
  • Year End Planning
  • Value Added Tax
  • Starting a Business
  • Business Motoring
  • Self Assessment
  • Tax and Property
  • Exiting your Business
  • PAYE and NICs




Click here for prices, samples and options.

Great discounts available when you order a suite of Mini-Guides.

PDF versions for emailing to clients also available.

"Concise, well-written guides. They're also useful for gaining leads, as they raise awareness of our range of planning services."
Bourner Bullock