Resources

Here you'll find a selection of factsheets on a variety of finance subjects, just click on a topic to see the relevant factsheets.

If you can't find what you're looking for just contact us and we'll do what we can to help.

Aspira news

AE Contribution Increase - Tier 4

AE Contribution Increase - Tier 4

GDPR Frequently Asked Questions

This document provides more detail about how Aspira is complying with the GDPR.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Help to Buy & Lifetime ISAs

A summary of the key points relating to these latest members of the ISA family.

ISA Factsheet

A summary of the main types of ISA, what you contribute and how they work.

Levitas Investment Strategy 1

Quarterly update on Levitas Investment Strategy 1 as at 30th June 2020.

Levitas Investment Strategy 10

Quarterly update on Levitas Investment Strategy 10 as at 30th June 2020.

Levitas Investment Strategy 2

Quarterly update on Levitas Investment Strategy 2 as at 30th June 2020.

Levitas Investment Strategy 3

Quarterly update on Levitas Investment Strategy 3 as at 30th June 2020.

Levitas Investment Strategy 4

Quarterly update on Levitas Investment Strategy 4 as at 30th June 2020.

Levitas Investment Strategy 5

Quarterly update on Levitas Investment Strategy 5 as at 30th June 2020.

Levitas Investment Strategy 6

Quarterly update on Levitas Investment Strategy 6 as at 30th June 2020.

Levitas Investment Strategy 7

Quarterly update on Levitas Investment Strategy 7 as at 30th June 2020.

Levitas Investment Strategy 8

Quarterly update on Levitas Investment Strategy 8 as at 30th June 2020.

Levitas Investment Strategy 9

Quarterly update on Levitas Investment Strategy 9 as at 30th June 2020.

Levitas Market Commentary Q1 2019

Levitas Market Commentary

Pension Analysis Sheet

Pension Analysis Sheet

Polestar Announcement Letter

Polestar Announcement Letter

Privacy Policy

Here is our updated Privacy Policy which reflects the recent changes in date protection legislation. This policy helps explain how and why we collect your personal data.

Savings and investments

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Care Funding Case Study

A look at how one family managed the financial implications of a residential care home.

Care Funding Factsheet

A summary of Care Funding.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Help to Buy & Lifetime ISAs

A summary of the key points relating to these latest members of the ISA family.

Inheritance Tax Factsheet

This factsheet looks at Inheritance Tax, when it must be paid and what the rates are, as well as some of the steps in establishing how much might be due. You might also want to look at our Wills factsheet.

Investments & Risk Factsheet

An explanation of the different risks of investing and a look at understanding your own attitude to risk.

ISA Factsheet

A summary of the main types of ISA, what you contribute and how they work.

Leaving your employer when in a group pension

A summary of what you can do with your pension should you leave your employer. 

Levitas Investment Strategy 1

Quarterly update on Levitas Investment Strategy 1 as at 30th June 2020.

Levitas Investment Strategy 10

Quarterly update on Levitas Investment Strategy 10 as at 30th June 2020.

Levitas Investment Strategy 2

Quarterly update on Levitas Investment Strategy 2 as at 30th June 2020.

Levitas Investment Strategy 3

Quarterly update on Levitas Investment Strategy 3 as at 30th June 2020.

Levitas Investment Strategy 4

Quarterly update on Levitas Investment Strategy 4 as at 30th June 2020.

Levitas Investment Strategy 5

Quarterly update on Levitas Investment Strategy 5 as at 30th June 2020.

Levitas Investment Strategy 6

Quarterly update on Levitas Investment Strategy 6 as at 30th June 2020.

Levitas Investment Strategy 7

Quarterly update on Levitas Investment Strategy 7 as at 30th June 2020.

Levitas Investment Strategy 8

Quarterly update on Levitas Investment Strategy 8 as at 30th June 2020.

Levitas Investment Strategy 9

Quarterly update on Levitas Investment Strategy 9 as at 30th June 2020.

Smart Pensions

If you operate a pension scheme but have fought shy of the complications of salary sacrifice, a Smart scheme might make you think again.

Wills Factsheet

This factsheet explains the importance of a valid will, and how the estate is shared out if someone dies without one.

Workplace pensions

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Investments & Risk Factsheet

An explanation of the different risks of investing and a look at understanding your own attitude to risk.

Leaving your employer when in a group pension

A summary of what you can do with your pension should you leave your employer. 

Pension contributions and tax relief

A factsheet explaining the key points about how tax relief on pension contributions, including how much it is and how to claim it.

Pensions & TUPE Factsheet

A summary of the Regulations surrounding the treatment of pensions and benefits for employers involved in mergers and acquisitions.

Pensions Basics

What is a pension, why you should save in one and how they work.

Retirement Options

A look at all the basics of retirement from Pension Freedoms and Tax Free Cash to options for income and small pots.

Scheme Governance

Why scheme governance is important and how to go about setting up a scheme governance committee.

Smart Pensions

If you operate a pension scheme but have fought shy of the complications of salary sacrifice, a Smart scheme might make you think again.

Auto-enrolment

Auto-enrolment for employees

Find out how auto-enrolment will affect employees

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Scheme Governance

Why scheme governance is important and how to go about setting up a scheme governance committee.

Business protection

Business Protection Factsheet

All you need to know; from deciding what level of cover your business needs, to implementing a shareholder protection plan.    

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Retirement income

Care Funding Case Study

A look at how one family managed the financial implications of a residential care home.

Care Funding Factsheet

A summary of Care Funding.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

Help to Buy & Lifetime ISAs

A summary of the key points relating to these latest members of the ISA family.

Inheritance Tax Factsheet

This factsheet looks at Inheritance Tax, when it must be paid and what the rates are, as well as some of the steps in establishing how much might be due. You might also want to look at our Wills factsheet.

Investments & Risk Factsheet

An explanation of the different risks of investing and a look at understanding your own attitude to risk.

Pension contributions and tax relief

A factsheet explaining the key points about how tax relief on pension contributions, including how much it is and how to claim it.

Pensions Basics

What is a pension, why you should save in one and how they work.

Retirement Options

A look at all the basics of retirement from Pension Freedoms and Tax Free Cash to options for income and small pots.

Smart Pensions

If you operate a pension scheme but have fought shy of the complications of salary sacrifice, a Smart scheme might make you think again.

Wills Factsheet

This factsheet explains the importance of a valid will, and how the estate is shared out if someone dies without one.

Group healthcare

Employee Assistance Programmes Factsheet

A brief guide explaining what they are, the services they include and why they're a useful benefit for both employee and employer.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

PMI and P11D Factsheet

This Factsheet gives general guidance on how to handle details of PMI when you complete a P11D

Group risk

Group Life Assurance Factsheet

This factsheet explains what Group Life Assurance is and how it works. It also provides information about factors influencing its cost and how to manage a Group Life Assurance scheme.

Guide to Employer Services

A look at how Aspira can help your business and its employees.

PMI and P11D Factsheet

This Factsheet gives general guidance on how to handle details of PMI when you complete a P11D

Latest from Aspira

Capital Gains Tax May Increase

The news that the Chancellor has asked for capital gains tax (CGT) to be reviewed is not surprising, given that the top rate payable on capital gains is currently 20% on gains made on investments,…

Levitas Portfolio Update - Q2 2020

Levitas A The portfolio bounced heavily from first quarter lows delivering returns in excess of 18% ahead of the IA Flexible which moved up by a little over 13.5%. Despite the extreme impact of…
Married Couple having tea

Married Couples and Civil Partners Tax Allowances

You may be eligible for a tax refund of up to £1,188 if you are married or a civil partner, both born on or after 6 April 1935, with one of you with taxable income of less than the personal income…
Couple Taking Photo

Levitas Strategies - Q2 2020

The Levitas Strategies are risk-based and range from 1 (Very cautious) to 10 (Ultra speculative). Your risk rating translates into a corresponding blend of cash and the TM Levitas A & B Funds.…