Knowledge


Below you will find useful articles and documents to view, download and share.


Here at Future Planning Wealth Management we have resources for you to enjoy to allow you to remain up-to-date with the financial, economic and political picture. 

You understanding as much as you can about your finances and wealth is crucial to ensuring better outcomes for you. Financial matters do not have to be confusing and we enjoy speaking in simple jargon free English, making sense of things. In this section, you are welcome to browse our materials and download or share anything you or others may find useful.

We have four areas for you to enjoy:

  • Knowledge - with downloadable and shareable documents, empowering you to be better informed so as to make better financial decisions.
  • News - with our blogs, articles and opinions covering information that we consider important to share with you including Budget updates and tax / regulatory changes and potential impacts.
  • Frequently Asked Questions - questions that are often asked are summarised here.
  • Video library - all of our various videos on the website in one place, including new content regularly added such as the latest fund manager updates.

Once you have enjoyed our content and material, you are welcome to contact us to discuss further how we may be able to help.


INVEST NOW

Summer Round-Up 2017

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Election Summary 2017

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2017 Pre-election

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BREXIT Takes Off

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Spring 2017 Budget Overview

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Spring 2017 Budget Preview

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LOOKING BACK AT 2016: LOOKING FORWARD TO 2017

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AUTUMN STATEMENT OVERVIEW 2016

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Autumn Statement Pre 2016

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“Brexit means Brexit” - What does that really mean?

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Trump vs Clinton

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Out - The EU Referendum Summary

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In or Out - The Pre-EU Referendum Report

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Why waste so much in tax?

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WEEKLY MARKET COMMENTARY 160422

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Budget March 2016

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Tax tables for 2016-2017

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The payoff from the new ISA limits

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BREXIT: big risk, little reward?

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Fundamentals of Investing

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Active & Passive

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Strategic & Tactical

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Wealth Management Service

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Working With Parmenion

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