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General

MacCourt Financial Planning Terms of Business June, 2010
(Adobe Acrobat PDF, 70 Kb)

Commission and fee agreement June, 2010
(Adobe Acrobat PDF, 21 Kb)

Company profiles of some companies that we place business through June, 2010
(Adobe Acrobat PDF, 120 Kb)

Sample Fee Statement June, 2010
(Adobe Acrobat PDF, 55 Kb)



Investment Reports

How to make gains in a falling market November, 2003
(Adobe Acrobat PDF, 65 Kb)

Guide to fund choice for unit linked investors January, 2006
(Adobe Acrobat PDF, 80 Kb)

Graph of Investment Risk Profile June, 2010
(Adobe Acrobat PDF, 38 Kb)


Pensions

Wealth Creation for Company Directors August, 2010
(Adobe Acrobat PDF, 8 Kb)

Company v/s Personal Pensions June, 2010
(Adobe Acrobat PDF, 21 Kb)

Maximum funding rate table for company pensions November, 2000
(Adobe Acrobat PDF, 16 Kb)

Claims Procedures for trustees on scheme members death January, 2004
(Adobe Acrobat PDF, 12 Kb)

Nomination form or letter of wishes June, 2010
(Adobe Acrobat PDF, 11 Kb)


Self Administered Pension Schemes

SSAP investing and borrowing, new rules September, 2005
(Adobe Acrobat PDF, 8 Kb)

Typical Costs
June, 2010
(Adobe Acrobat PDF, 21 Kb)

Summary March, 2003
(Adobe Acrobat PDF, 14 Kb)


Special Reports

Guideline Notes for parents to assist in estate planning August, 2004
(Adobe Acrobat PDF, 11 Kb)

Estate Planning Guide August, 2005
(Adobe Acrobat PDF, 43 Kb)

Till debt do us part
- dealing with the Financial implications of divorce.
March, 2006
(Adobe Acrobat PDF, 642 Kb)

Forestry for estate planning, tax breaks March, 2006
(Adobe Acrobat PDF, 13 Kb)










 


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