KNOWLEDGE & RESOURCES

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Financial planning for your post-exit assets

At a glance Selling your business will hopefully bring you a satisfying sum of money. But without a solid plan for how to use sale proceeds, that new asset can quickly become a headache. You may have a rough idea about how you want to spend or invest the lump sum when it comes. But […]

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What’s changing and what’s not – your tax year checklist

At a glance In a welcome move in his Spring budget, Chancellor Jeremy Hunt cut employee National Insurance Contributions for the second time this year. But with tax thresholds frozen, many people find themselves slipping into a higher tax band – and paying more tax. Added to which, living standards (as measured by real household disposable […]

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Why income protection is more than just a safety net

At a glance Is it worth getting income protection? Income protection insurance pays a regular monthly amount if you can’t work because you’re unwell, or suffer an injury that results in a loss of earnings. Knowing that, if you suddenly couldn’t work, the mortgage and bills would still be paid, can take a real weight […]

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An employer’s guide to workplace pensions: how to review and optimise your scheme

An employer’s guide to workplace pensions: how to review and optimise your scheme 9 May 2024 5 minutes At a glance Too many small and medium-sized enterprises (SMEs) fail to maximise the benefits of pension provision for recruitment and retention, says new research. UK auto-enrolment rules require companies to provide a workplace pension for eligible […]

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Don’t leave your family an avoidable IHT bill

At a glance Inheritances can be life changing. An inherited lump sum can send children or grandchildren to great schools, or on great gap years. They can mean a mortgage paid off early, or a new business launched. So, not surprisingly, leaving a good legacy is high on most people’s financial wish lists. And the […]

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Five pension considerations for directors and executives

At a glance There are still restrictions to be aware of, however. The tapered annual allowance will impact those earning more than £200,000. Plus, you may be liable for Capital Gains Tax on earnings from benefits such as shares. An adviser can help you navigate these complex rules. As a high-earning executive, it’s important to […]

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