What the October Budget means for inheritance tax planning
Discover strategies to protect your farm, business, or land from inheritance tax following the October 2024 Budget changes to relief.
Tax-efficient ways to take money out of your business
Running your own business allows you to take advantage of certain tax rules that allow you to extract profit efficiently
Start-Up to Exit Strategy: Financial planning for business owners
Combining personal and business financial planning helps business owners balance income, protect their business, and plan a smooth, tax-friendly exit.
Pensions for Business Owners
One of the best ways to extract profits from your business is through pension contributions. We examine pensions for business owners.
Why your accountant should partner with your financial planner
The joint expertise of a financial planner and accountant could prove more fruitful than if you were to keep the two parties separate
Nick Cohen’s 5 financial planning tips for business owners
Specialist financial planner Nick Cohen gives his top five tips on how business owners can make their future more financially secure
Phased retirement: Starting a new business in retirement
More and more people are choosing to take a phased retirement, and many are using retirement as the opportunity to start-up a new business
Understanding shareholder protection
Are you prepared if a co-shareholder dies suddenly? Without a shareholder protection strategy in place, you could lose control of your business
What are your options when a business partner dies?
How can you prepare for the death of a business partner? We look at the key questions and planning options business owners should consider
What is an annuity?
Annuities are insurance products that let you exchange your pension pot (minus your tax-free cash) for a guaranteed, regular income for the rest of your life. Buying an annuity used to be the only option available to most people taking their pension.
Financial planning in your 50s
The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.
Self-employment advice to give you peace of mind
Tim Forsyth has been advising clients for 40 years. He shares his top tips that should help anyone who’s self-employed sleep a little easier
The four key stages of financial business planning
Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and inheritance
How to plan the successful succession of your family business
43% of family-owned businesses do not have a succession plan in place, but companies without a succession plan are risking long-term success.