When we discuss financial planning, ensuring long-term security for you and loved ones is often a priority. But for business owners, they also need to ensure they protect their firm in the event of something happening to them. If you haven’t already taken steps to...

As I struggle to think of the right adjective for the last couple of weeks I have settled on “interesting”. I, like many, have found myself spending all of my time at home.  I had 2 weeks of self-isolation when the lock-down occurred as my children...

One of the unfortunate consequences of the coronavirus pandemic is a rise in scammers. During challenging times, scammers seek to take advantage of the uncertainty to con people out of their hard-earned money. Now, industry trade body the Association of British Insurers (ABI) is warning people to...

How to Get Everything You Ever Wanted   What do you want from life? I asked some of my friends this recently and their answers were largely the same: to work less; to see the world; to retire early; to win the lottery. In reality, we may all...

Planning Your Exit Strategy We’ve all heard business owners say: “my business is my pension”.  But, how many of them have an actual plan or is it just an indefinable belief that they will be able to sell at some future point. In order to ensure that...

Intergenerational Wealth Planning As the old saying goes, the only things certain in life are death and taxes. Then, to rub salt into the wound, there’s a system in place that taxes us even further in death. Welcome, ladies and gentlemen, to the thorny issue of...