True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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AI is changing the world at a rapid pace, and unfortunately, fraudsters are finding ways to use the technology to make their scams more convincing. Fraud is already a major problem in the UK, and it is getting worse. In 2025, the value of investment fraud reached a record £221.5 million, with victims losing more […]
Category: Financial Planning
With the Autumn Budget on 28 October approaching, speculation about what the new chancellor might announce is likely to intensify. For business owners, this can be particularly difficult to ignore. Changes to Capital Gains Tax (CGT), Business Asset Disposal Relief (BADR), pensions, and other areas of taxation could significantly affect how much you ultimately keep […]
Category: Financial Planning
The decisions that shape a financial plan are usually made slowly, over years. The damage is almost always done quickly, and by people who were certain. “When Genius Failed”: A book by Roger Lowenstein, American financial journalist about the collapse of Long Term Capital Management (LTCM) in 1998. The book describes the rise and collapse […]
Category: Financial Planning
As a business owner, you will know just how varied performance can be. Revenue is unlikely to be the same from one year to the next, and while some periods can over deliver, others can underperform. The key to long-term success, through both the ups and downs, is maintaining stability and ensuring that the stronger […]
Category: Financial Planning
You may think that estate planning is something best left to later life when you have finished work and have a clearer picture of what your legacy is likely to be. However, while there is certainly merit to restructuring your estate plan as you progress through life, the earlier you get started, the better, particularly […]
Category: Financial Planning
At its core, financial planning is about helping you achieve your life goals, free from stress or worries about money. What those goals are, and the resources you have to help you reach them, are entirely personal, but each of them has a financial target. Indeed, even if they are non-financial, you will need wealth […]
Category: Financial Planning
Running a business means you have to keep on top of ever-changing legislation that can affect your profits. It’s important to stay up to date with any new laws and regulations to ensure your business and financial plan are prepared. Here are four recent changes that you should be aware of. 1. Business rates have […]
Category: Financial Planning
Opting for a lower salary can seem counterintuitive. After all, why would you want to take home less money? However, as a business owner, there are several scenarios where it may be more efficient to reduce your salary in favour of other forms of remuneration, or simply to help ensure you remain eligible for certain […]
Category: Financial Planning
ISAs are one of the simplest and most effective ways to grow your savings and investments tax-efficiently. Last year’s Autumn Budget included proposals to adjust the Cash ISA allowance from April 2027. It’s important to be on top of these changes so you can plan and make the most of the allowances currently available. Read […]
Category: Financial Planning