Practical guides

Use our resources to help you achieve more than you thought possible

Guides

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Benchmark brochure
A guide to talking about money
A guide to your mid-life MOT
A guide to care options
A guide to passing on wealth
A guide to inflation
A guide to ISAs
A guide to annual tax allowances
A guide to pension consolidation
A simple guide to investment terms
An A-Z of sustainable investment terms

Quarterly newsletters

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Autumn 2023 Newsletter
Summer 2023 Newsletter
Spring 2023 Newsletter

Budget & tax updates

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Autumn statement - November 2023
Tax tables 2023/24
Spring Budget - March 2023

Top tips

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Tax planning tips 2023/24
5 top tips to protect your data online

Speak to a financial planner

View a map to find your nearest office

Our network is spread right across the country. Use our map to locate a convenient office near you.

Benchmark Financial Planning is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 07572431.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk

The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.