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Money prompts

Budgets, debt, ISAs, the spreadsheet you keep meaning to open.

• money Find the Weak Points in Your Retainer Proposal Before You Send It

  Spot the gaps in a retainer proposal before a client finds them for you.

• money Turn a Fund Factsheet Into Plain English You Can Actually Use

  Turn a fund factsheet's jargon into plain sentences about what you would own.

• money Summarise a Month of Bank Statement Spending Into Categories

  Turn a month of bank transactions into a category breakdown you can actually use.

• money Compare a Business Loan and Bringing in an Investor for Your Small Business

  Weigh a business loan against giving up equity to fund your next stage of growth.

• money Decide Whether to Consolidate Your Debts Into One Loan

  Work out whether combining your debts into one loan actually saves money.

• money Translate a Structured Investment Product Brochure Into Plain English

  Get a structured investment product explained without the sales brochure gloss.

• money Decide Whether to Rebalance a Portfolio That Has Drifted From Target

  Decide whether portfolio drift is worth the cost of fixing right now.

• money Summarise the Tax-Free Allowances That Apply to a Windfall

  Know which tax-free allowances actually apply before you do anything with a windfall.

• money Translate the Tax Rules on a Competition Prize Into Plain English

  Find out plainly whether a competition win actually owes HMRC anything.

• money Decide Between Sole Trader and Limited Company for Your Side Business

  Decide whether staying a sole trader or forming a limited company suits your profit.

• money Compare the Debt Avalanche and Snowball Methods for Your Situation

  See which debt payoff order actually fits your numbers, not just the theory.

• money Decide Whether Spare Cash Should Overpay the Mortgage or Go Into an ISA

  Decide whether spare cash should shrink your mortgage or grow in the market.

• money Plan a Tax-Efficient Drawdown Order Across Pension, ISA and GIA

  Work out the order to draw from pension, ISA and GIA without overpaying tax.

• money Plan a Pricing Review for Your Small Business

  Plan a proper pricing review before another year goes by unchanged.

• money Critique Your Savings Plan for a House Deposit

  Check whether your house deposit savings plan actually adds up on time.

• money Translate a Debt Collection Letter Into Plain English

  Find out what a debt collection letter is actually asking you to do.

• money Reframe Credit Card Debt Guilt Into a Plan You Can Actually Start

  Turn credit card shame into a repayment plan you can start today.

• money Compare Three Investment Platforms by Fees and Fund Range

  Line up three investment platforms by fees so the cheapest one is obvious.

• money Critique Your Portfolio for Hidden Overconcentration Risk

  Check your portfolio for hidden overconcentration before the market checks it for you.

• money Decide Which Side Hustle Idea to Start First

  Work out which side hustle idea to actually start, not just think about.

• money Explain the Assumptions Behind Your Small Business Cash Flow Forecast

  Make your cash flow forecast credible enough to survive a bank's questions.

• money Compare Accumulation and Income Share Classes of the Same Fund

  Work out whether you want the accumulation or income version of a fund.

• money Compare an Easy Access Savings Account With a Fixed-Rate Bond

  Weigh an easy access account against a fixed-rate bond for money you will not touch.

• money Plan the First Three Months of a Freelance Side Hustle

  Plan the first three realistic months of a freelance side hustle.

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