True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Category: Financial Planning

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Stock Market & Economic Commentary – October 2025

The UK’s policy crossroads: debt, inflation, growth — and the Budget to come The UK is facing a familiar but intensifying set of pressures. Government debt is near historic highs, deficits that refuse to shrink, persistent above target inflation, anaemic economic growth and, in recent months, rising unemployment. With these tensions mounting, the options for […]

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Category: Financial Planning

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Life after exit: what should you do with the proceeds of your business sale?

Selling your business marks the beginning of a new chapter. Once the deal is complete and the money lands in your account, the key question becomes: what’s next? As you likely have more time and money than before, the sale may give you the chance to redefine your long-term goals and build a future based […]

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Category: Business, Financial Planning

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How “The Great Wealth Transfer” could affect your financial planning

Over the coming decades, more money will pass between generations than at any other time in history. This so-called “Great Wealth Transfer” will see assets from the Silent Generation (born 1928–1945) and Baby Boomers (1946–1964) passed to their children and grandchildren. While it’s already underway, the pace of transfer is expected to accelerate in the […]

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Category: Financial Planning

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