9 April 2024
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
27 June 2023
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
6 June 2023
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
19 January 2023
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
13 October 2022
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
22 September 2022
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.
27 June 2022
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.
9 May 2022
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
23 April 2022
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
28 December 2021
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.