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Why it’s so important to arrange a power of attorney
At a glance Even if you’ve saved carefully for long term care, made your Will and got your affairs in order, there’s no knowing when life might suddenly throw you a curveball. A sudden change to your health or mental capacity can mean that you’re not able to manage your own financial affairs, or make […]
> Read MoreWhat does the Autumn Statement mean for your financial plan?
Being tax efficient through all stages of your financial planning journey can contribute to achieving your financial goals. That’s why being aware of the challenges and opportunities that tax, and benefit changes bring and discussing them and what they might mean for you with your adviser is so important. Ahead of today’s Autumn Statement, there […]
> Read MoreWorking with advisers to secure your exit deal: the pros and cons
At a glance Most exiting business owners use advisers to help them find an appropriate buyer, then guide and manage the sales process. These advisers might include brokers, agents or corporate-finance advisers. They may describe themselves in different ways, but typically brokers focus on finding a buyer; agents help you negotiate the deal; and corporate-finance […]
> Read MoreWeekWatch
Stock Take After the risk-off mood in October, world markets have staged a strong recovery so far this month, as investors increased their bets that the major central banks have ended their lengthy run of interest rate hikes. Last week was packed with events that could have put a big dent in investors’ confidence. As […]
> Read MoreHead hunt: How to find and nurture new leaders in your team
At a glance When the time comes to step back from running your firm, appointing an internal successor can allow you the opportunity to plan the transition and make sure it’s as smooth as possible – for you, the new leadership and the wider business. Your employees will already be well versed in your firm’s […]
> Read MoreWeekWatch
Stock Take UK equities ended last week on a down note, after figures revealed the UK economy was flat in the third quarter. Despite a recent pause, the Bank of England has aggressively increased interest rates for much of 2022 and 2023, with an eye on reducing inflation. These higher rates have helped slow already […]
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