19 November 2024
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.
4 October 2024
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.
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
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
4 March 2022
How to stop family disputes over an inheritance
Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to the courts to contest a will than ever before
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.