True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Business

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5 ways business owners can reduce Inheritance Tax exposure post exit

After years of building your dream business, there may come a time when you’re ready to step away. Whether that means exploring a new venture, spending more time with loved ones, or simply enjoying the financial rewards of your hard work in retirement, this milestone marks the start of an exciting new chapter – but […]

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Category: Business, Financial Planning

Avoid costly mistakes when selling your business. Learn the 6 most common tax traps and how to plan ahead with expert advice from Clarion.

Six tax traps to avoid when selling your business

Why timing, structure and planning are everything Selling your business is a major life event. For many, it represents the culmination of years of work, risk-taking and resilience. Done well, it can be an immensely rewarding moment. Done poorly, it can become a frustrating and costly experience. At Clarion, we help business owners approach exit […]

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Category: Business, Financial Planning, Thought pieces

Stock Market & Economic Commentary – March 2024

“Life is really simple, but we insist on making it complicated.” Confucius, Chinese philosopher, born Kong Qiu 551-479 BCE.   ECONOMIC UPDATE Britain’s recession is over, inflation is beaten, and interest rates are heading down. That, in a nutshell, was the upbeat message from the March UK Budget. But delve into the Budget numbers and […]

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Category: Business

A solitary businessman looks out of a window.

6 powerful tips to help you combat loneliness as a business owner

“Entrepreneurial loneliness” is common among many business owners we speak to. Setting up and running a successful business requires long hours, and you may not always have the “sounding board” of a peer or someone in the same position who you can talk to. Inc. reports that 75% of small business owners are concerned about their […]

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Category: Business

A group of employees conduct a meeting.

Business owner? Why an Employee Ownership Trust might be a good exit route for you

If you’re a business owner who is looking to exit your business within the next five years or so, you may have considered selling your business to an Employee Ownership Trust (EOT). EOTs are a relatively new business structure, which could allow you to sell your business to a trust controlled by your employees. They […]

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Category: Business, Financial Planning

3 financial perks that could help your business to retain and attract great staff

Between January 2020 and October 2023, the number of job vacancies in the UK rose by 156,000. As reported by the Office for National Statistics (ONS), this influx of employment opportunities could cause a problematic decrease in competition for job hunters. And, as a result, this could create greater recruiting challenges for businesses. What’s more, […]

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Category: Business

Clarion Investment Diary – September 2023

The Clarion Investment Committee met on the 14th of September 2023. The following notes summarise the main points of consideration in the Investment Committee discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic, Political and Business Snapshot Economics The Office for National Statistics upgraded the […]

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Category: Business

Stock market & economic commentary – September 2023.

“Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.”   George Bernard Shaw Economic Update “Summer days are over; summer work is done. Harvests have been gathered, gaily, one by one”. With the dark nights of winter fast approaching, here is a short review of the main economic developments […]

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Category: Business

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Are you psychologically ready to sell your business?

You may well have owned your business for decades, so you’ll no doubt have given it a great deal of thought before deciding to sell it and move on. Conversely, you may be looking to sell up after just a few years of running the firm because you feel the time is right to move […]

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Category: Business

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