Category: Business

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A lot of advice, not a lot of advisors: the value of earned wisdom in a successful sale

Clarion Wealth Planning’s independent study into the psychology of selling a business has revealed the best guidance when planning a sale comes from those who had been through the experience –  and the professionals. A sale of a business may be more difficult and prolonged than many owners expected. Ron Walker, founder of Clarion Wealth, […]

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Category: Business, Enough Now!, Thought pieces

How business owners can keep safe when using Zoom

The novel Coronavirus SARS-CoV-2 has caused businesses to rapidly change the way they that they operate, including the way in which meetings are conducted with staff, clients and suppliers. This has led to a huge increase in the usage of video conferencing software such as Zoom, Microsoft Teams and others. Zoom, already the market leader […]

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Category: Business, Security

Illustration of effect of coronavirus on stock market

Market and economic commentary: March coronavirus crisis

Markets have seen a significant and rapid sell-off during the past four weeks as Covid-19 has moved from a distant threat to a local concern, causing growing fear and panic. The key points are summarised below and expanded later within this commentary by our chairman Keith Thompson. It is likely that markets have overreacted to […]

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Category: Business, Investment management, Thought pieces

Yacht sailing as the sun is setting

Saying enough is enough now and sailing off into the sunset

How do you know when the time is right to sell your business? Building a business from scratch or taking the family firm to the next level is all-consuming. You and your loved ones have made sacrifices every day to get to where you want to be. But how do you know when enough is […]

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Category: Business, Enough Now!, Financial Planning, Lifestyle

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Enough Now Executive Summary

The Enough Now study helps successful business owners understand and prepare for the impact of selling a business and allow professional advisors to better support them through the challenging process. Having assisted hundreds of clients through the process, Clarion Wealth Planning identified that the decision to sell a business – and the emotional toll it takes on […]

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Category: Business, Enough Now!, Financial Planning, Lifestyle, Thought pieces

Person with black hair wearing a medical face mask in public

Market and economic commentary: Coronavirus, February’s black swan event

Almost four years after the European Referendum and nearly 50 years after first joining, the UK has now left the European Union. Brexit is finally done although we are still in a period of transition until the end of 2020 and for now at least most of us will hardly notice any difference. While not […]

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Category: Business, Thought pieces

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Stock market & economic commentary……the January effect and more

We make no apology for referring to this stock market trend again this year, but the circa 1% rise in the UK Footsie 100 Index on the first trading day of 2020 is potentially a very good sign for Investors. A study of the Index over the past twenty years found that in 17 of […]

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Category: Business, Thought pieces

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Venture capital trusts for high earners

A Venture Capital Trust is a tax efficient, closed-end collective investment scheme which offers retail investors access to small unquoted, growth companies with generous tax reliefs to compensate for the higher risks involved. VCTs are listed on the London Stock Exchange. To compensate for the higher risk and illiquid nature of investing in VCTs, they […]

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Category: Business, Thought pieces

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M&G Property Portfolio Fund

Early last month the £2.5 billion M&G Property Portfolio Fund was forced to stop investors from taking cash withdrawals from the fund. This is an open-ended fund where sales of units by investors can result in the manager being forced to sell some investments to realise cash to meet those redemptions. The fund had seen […]

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Category: Business, Thought pieces

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