Investor Guides

For topics that matters to you

FREE INVESTOR GUIDES

Welcome to our range of guides to help you navigate your way around the world of personal finance and investment and make the most of your money in the process.

Alliance Trust Savings does not give financial or investment advice. You need to ensure you understand the risks and commitments before investing. If you are unsure you should consult a financial adviser before investing.

Charges Guide

An introduction to ESG investing

We’re all interested in making the most of our money and using it to make a positive difference to our own financial future. But what if you could do that in a way that also helped to make the world a better place? That’s what ESG investing is all about.


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Charges Guide

Planning for your life after work

This practical guide walks you through how to build a financial strategy for your retirement. From putting the most effective investment plans in place, to working out the best way to get an income and ensuring your loved ones are looked after.


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Charges Guide

Getting the most from your pension savings

Pensions are one of the most tax-efficient ways to save for your longer-term future. In this guide, we cover the main things you need to know about tax and your pension. From tax relief on what you pay in and how it works, to your Annual and Lifetime Allowances for pension savings.


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Charges Guide

Accessing your pension savings

There’s a good chance that your pension savings are among the most significant financial assets you have. So how and when to start using them is probably one of the most important financial decisions you will ever make. This guide is here to help you make it an informed one.


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Charges Guide

Making the most of a lump sum

Coming in to a lump sum of money can be a great opportunity to improve your financial security. Used wisely it could have a long lasting and positive impact on your wealth, especially if you are looking at a considerable sum. This guide gives you a place to start.


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Charges Guide

Self-employment and your finances

Being self-employed means thinking differently about your finances. This guide explains why and outlines some practical tips. From putting a safety net in place and providing for later life, to navigating the tax landscape and getting expert advice.


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Alliance Trust Savings Limited is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number 116115. Alliance Trust Savings Limited gives no financial or investment advice. ‘Alliance Trust Savings’, ‘ATS’ and 'AT Savings' are all brand names of Alliance Trust Savings Limited together with the ‘Alliance Trust Savings’ logo are owned by and used with the permission of Alliance Trust PLC, the previous owner of Alliance Trust Savings Limited.