Clear explainers your clients will actually read
License Fathom guides with your firm's name on the cover. Send them to clients before a meeting, after a review, or whenever the same question comes up for the tenth time this month.
The Guides
The 60% Trap
Explains why income between £100,000 and £125,140 is taxed at an effective 60%, and the usual ways to reduce it.
Pay It Off or Put It to Work
Sets out how to think about overpaying a mortgage against saving or investing, so the conversation starts from the right place.
What You'll Actually Owe
Walks through what tax falls due when someone sells an asset, before they instruct you.
What Your Licence Includes
- Each guide as a PDF with your firm's name on the cover, to send to your own clients
- A one-page client handout of each guide, for meetings and email
- Updated editions whenever the rules change, for twelve months, including after the Budget
- A change log showing what each edition updated and why, for your compliance review
Licences
Single Guide
One practice, up to 10 advisers
UK Bundle
All three UK guides, one practice, up to 10 advisers
Firm
11 or more advisers, or a reward or HR team using it with staff
Prices are in pounds sterling. Every licence starts with a free branded sample, so you can see exactly what your clients will receive before you pay. See the licence terms.
The guides are general educational information, not personalised financial, tax or investment advice. Your firm decides whether and how to use them with clients, and remains responsible for any advice it gives and for approving any material it sends.