E-Books

E-Books

deVere Insights are pleased to offer several informative downloadable guides. These guides have been written by our team of UK Chartered Financial Planners to allow you to grow your knowledge on the subjects which matter to you.

The Authors 

Rebecca Ellis 

Rebecca Ellis is a Technical Development Manager at deVere, she is a Chartered Financial Planner and Fellow of the Personal Finance Society. Rebecca is a qualified Pension Transfer Specialist (PTS). She also holds specialist Level 6 qualifications in tax, trusts and investment planning. Rebecca graduated with a First-Class Honours Degree in Financial Services with awards for Top Performing Student and Financial Planning Student of the Year. She is one of the UK’s youngest ever Chartered Financial Planners.

Darren Jones

Darren Jones deVere’s Head of Technical Development is a member and associate of the Personal Finance Society and the Chartered Insurance Institute. He has over 30 years of experience with a focus on taxation and trust planning for clients of various nationalities, especially those with a UK connection.

How Trusts can be used to protect your wealth and safeguard your assets.

The various advantages of a Self-Invested Personal Pension

Returning home to the UK

10 tips for a better pension

The 2020 South African Tax changes

How a Discounted Gift Trust can help minimise your IHT bill

How an Excluded Property Trust can help protect your assets against IHT

The various advantages of a QROPS

The various Tax Advantages of an International Portfolio Bond