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Intergenerational wealth – financial planning that transcends generations

Sep 06, 2024

This is an article about highlighting the need for families to start a conversation about money. 

Are you missing out on pension tax breaks?

Sep 03, 2024

Most of us understand the benefits of investing tax efficiently. Using the tax allowances, such as ISAs, provided by the government each year means we can avoid paying unnecessary tax. However, many of us are missing out on the valuable tax savings available through our pensions.

Refreshing your finances – three tips

Aug 26, 2024

With the summer holidays upon us, for some, there is time for reflection and relaxation. For others, it’s a time to maximise work opportunities (especially if you work outdoors).

Reminder - company year-end approaching? Don’t lose out

Aug 24, 2024

If you read my blog last month you will recall, I covered the issues a business owner faces at year-end. As mentioned, this article is aimed at business owners who are approaching their business’ year-end and how this might affect your personal financial planning, including your mortgage and pension planning.

Company year-end approaching? Don’t lose out!

Aug 22, 2024

Approaching your company’s year-end is a challenging time. There are the ever-present challenges of profitability, cashflow, and (getting and keeping) customers. Often, business owners can be too close to the tree to see the wood, let alone the forest! What is essential, however, is to take the time to review, plan and take advantage of the significant tax breaks available to us as owners for the future of our business and us as individuals.