Tools and Resources

Please see below a list of helpful resources to support the planning of your financial future.

Use our calculators to determine more about your current or possibly your future financial position.

Chasebridge links

We have compiled a list of useful documents that can be viewed online by following the icon links below. Please note these will open a new window and take you to a separate website. Please also scroll down for some other useful documents under Chasebridge documents that can be downloaded direct from our site.

Helping you to keep more of your income and capital.

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Acting as a Trustee can be a rewarding experience but it also imposes onerous duties on individuals.

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This factsheet looks at the benefits of estate planning through the use of discretionary trusts in England and Wales.

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There are a number of reasons why a life assurance plan should be written in trust.

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