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 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
“An investment in knowledge pays the best interest” – Benjamin Franklin (1706-1790), Founding Father of the United States, signer of the Declaration of Independence, and the first postmaster general. Summer’s over; school’s back With the long holiday period well and truly over and the schools back in full swing, let’s take a look at economic […]
Category: Financial Planning
Getting a pay rise or receiving a windfall is usually a win, but it can also bring a few surprises. Once your earnings or assets pass certain levels, you may start to lose valuable allowances. In some cases, this can cost you a considerable amount if you’re not careful. Understanding these cut-off points and taking […]
Category: Financial Planning
If you’re looking to sell your business, you may think the most important question is: “What’s my company worth?” However, knowing why you want to sell your business is the key question behind the sale, as this will help clarify your new life goals. You can then consider how much you’ll need to fund those […]
Category: Financial Planning
The Clarion Investment Committee met on 21 August 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 August Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
“The market cycle will once more prove to be the human-nature cycle; its economic background will have changed, but not its basic character nor the consequences of its character.” – Benjamin Graham (1894-1976), British-born American financial analyst, economist, accountant, and investor, widely known as the “father of value investing”. Lessons from Bridge I don’t play […]
Category: Financial Planning, Investment management
Millions of savers across the UK could be missing out on market gains by opting to play it safe and keep their money in cash accounts instead of making investments. While there are clear benefits of cash savings accounts – namely guaranteed interest and security – they are typically less likely to keep pace with […]
Category: Financial Planning