Tag Archives: content

What will you do when you retire?

Have you ever wondered what you will do when you retire? In our work we are often faced with the issue that retirement and succession means there will be nothing for business owners to do with their time when they … Continue reading

Posted in Business Owner, Exit Planning, Family Business, Financial Planning, Retirement | Tagged , , , , | Leave a comment

What is the best benchmark to use when investing?

When it comes to investing you are likely to want to understand how your investments are performing against some kind of benchmark. It is no good investing in a fund or funds if you don’t have something to measure the success … Continue reading

Posted in Financial Planning, Investments, Retirement | Tagged , , , , , | Leave a comment

Top 5 Family Business resource websites

If you are a family business you may want to do some research on issues and challenges you are facing but you also may be struggling to find good content. Here are 5 great sites that I think you will find … Continue reading

Posted in Business Owner, Family Business, News | Tagged , | Leave a comment

Buy to Let vs Pension

Buy to Let vs Pension We often hear that people who have some excess money to invest are drawn into a Buy to Let vs Pension argument and there are a wide range of opinions on this subject. Some giving … Continue reading

Posted in Financial Planning, Investments, Retirement | Tagged , , , | Leave a comment

Investment returns – What can I expect?

I am often asked by prospective clients: What investment returns can I get? Unfortunately, it is not possible to quote a fixed rate for investments returns (unlike cash held in a bank or building society account). Investment returns just don’t work … Continue reading

Posted in Business Owner, Financial Planning, Investments, News, Retirement | Tagged , , | Leave a comment