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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Selling a business is one of the most significant financial decisions you can make, and it’s also one of the most complex. Mistakes during a business sale can be costly, both financially and personally, so it’s important to get it right. Starting early and working with the right team of financial planners, accountants, and solicitors […]
Category: Financial Planning
Several important financial changes are on the horizon in the year ahead, and planning for them now can help ensure you remain efficient and well prepared. While tax rates, allowances, and regulations will always change, your long-term goals are likely to stay the same, with a few adjustments as your circumstances evolve. Financial planning is […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 10 November 2025. 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. Please click here to access our November Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning
The 2025 Autumn Budget is set to raise an estimated £26 billion in additional taxes by 2029/30, and the outcome was a mixed bag for business owners and wealthy families . Chancellor Rachel Reeves unveiled several changes that will have a direct impact on businesses, from dividend taxation and pension arrangements to wage costs, reliefs, […]
Category: Financial Planning
The Clarion Investment Committee met on 22 October 2025. 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. Please click here to access our October Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
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 […]
Category: Financial Planning
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 […]
Category: Business, 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 […]
Category: Financial Planning
The Clarion Investment Committee met on 30 September 2025, at the offices of Margetts Fund Management in Birmingham. The main theme of the meeting was to discuss and review the recent Dynamic Planner annual presentation, which provided a summary of the main investment themes of the past 12 months and a review of the performance of […]
Category: Financial Planning