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

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5 financial planning tips for business owners

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

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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

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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

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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

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what is an annuity

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.

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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.

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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

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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

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How to plan the successful succession of a family business

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.

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