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25th April 2019

Safe as Houses?

For many years, rampant house price inflation was a decent earner for many families across the UK. In some cases, people were ‘earning’ more from the rising value of their property than they were earning from employment or self-employment. This situation has dramatically changed in recent years, with the gap between earnings and property

For many years, rampant house price inflation was a decent earner for many families across the UK. In some cases, people were ‘earning’ more from the rising value of their property than they were earning from employment or self-employment. This situation has dramatically changed in recent years, with the gap between earnings and property

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1st January 2019

My Business is my Pension

We explore how to extract value from your business progressively, tax-efficiently and in a way that could help you to achieve financial independence.

We explore how to extract value from your business progressively, tax-efficiently and in a way that could help you to achieve financial independence.

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28th April 2017

Top 5 Family Business resource websites

A summary of the best places on the web for families in business and their advisers to head to for inspiration and answers.

A summary of the best places on the web for families in business and their advisers to head to for inspiration and answers.

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28th October 2016

Good Financial Planning

In today’s world you may wonder whether you still need a living, breathing financial adviser. You do. But with a twist. First, we need to redefine traditional financial advice – the kind that’s been delivered by those focused on selling product recommendations or executing transactions – if that’s what you’re thinking

In today’s world you may wonder whether you still need a living, breathing financial adviser. You do. But with a twist. First, we need to redefine traditional financial advice – the kind that’s been delivered by those focused on selling product recommendations or executing transactions – if that’s what you’re thinking

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16th September 2016

Preparing for financial independence

What is Financial Independence? When an individual prepares for retirement they may not realise it but they are actually getting ready for an important event. This event forms the corner stone of all financial plans for those of us still in gainful employment. The event is financial independence.

What is Financial Independence? When an individual prepares for retirement they may not realise it but they are actually getting ready for an important event. This event forms the corner stone of all financial plans for those of us still in gainful employment. The event is financial independence.

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9th September 2016

The Pain of Regret

Do you want to take control of your financial future? Do you feel as though you would benefit from an objective view on your current financial plan? Great! But… Are you worried about what you might hear? or are you

Do you want to take control of your financial future? Do you feel as though you would benefit from an objective view on your current financial plan? Great! But… Are you worried about what you might hear? or are you

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25th August 2016

If I had my life over

If I Had My Life Over I’d dare to make more mistakes next time. I’d relax. I would limber up. I would be sillier than I have this trip. I would take fewer

If I Had My Life Over I’d dare to make more mistakes next time. I’d relax. I would limber up. I would be sillier than I have this trip. I would take fewer

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17th August 2016

Initial Findings – Any Surprises?

For the first of my updates I thought it would be good to highlight some of the key initial findings from the research and interviews that I have conducted. Some of these initial findings will be old news, it is stuff that we are all familiar with but I still

For the first of my updates I thought it would be good to highlight some of the key initial findings from the research and interviews that I have conducted. Some of these initial findings will be old news, it is stuff that we are all familiar with but I still

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18th July 2016

6 reasons why family-owned businesses do better

We love family-owned businesses here at Proposito (we are one ourselves!), and we think that there are innate advantages to being a family business that can help you to succeed. But do you always recognise them yourself and are you communicating those strong points to your clients and

We love family-owned businesses here at Proposito (we are one ourselves!), and we think that there are innate advantages to being a family business that can help you to succeed. But do you always recognise them yourself and are you communicating those strong points to your clients and

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4th July 2016

Tackle Difficult Tasks

For those that aren’t familiar with the book Eat That Frog, I will summarise: Humans have a tendency to procrastinate. We tend to put off decisions in the hope that they will either go away or someone else will make the decision for us. The book uses an analogy

For those that aren’t familiar with the book Eat That Frog, I will summarise: Humans have a tendency to procrastinate. We tend to put off decisions in the hope that they will either go away or someone else will make the decision for us. The book uses an analogy

Read more