Tag Archives: Evergreen

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

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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

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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

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When can I retire?

We are often asked “when can I retire?” when we meet with new clients, and there is a common misconception that the answer is when their State pension starts. Well it has far less to do with that than you … Continue reading

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How to start your Succession Planning

In our last blog we looked at when to start your succession planning and the overwhelming conclusion (that I made) was that now was a pretty good time. There will be challenges, but the sooner you face them the sooner … Continue reading

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