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The sooner you face the challenges of succession planning, the sooner you will overcome them. We discuss how to start the process.

We are often asked ‘When is the best time to start succession planning?’ and typically my answer is ‘a long time ago’! More often than not the issue of succession planning is ignored and then only dealt with at a pain point such as the sudden death or a diagnosis

Time is your most valuable resource, so it's important that you spend it well. We discuss how you can best explore your goals for retirement through financial planning.

We explore the factors that affect your retirement age and reveal the question you really ought to be asking instead.

It's no good investing in a fund if you don’t have something to measure the success or otherwise of that investment against. We explore which benchmark is best.

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

How best to invest? We discuss the pros and cons of both Buy to Let and pension investment.

We don’t make market predictions and would be wary of anyone who does. Read more about our approach to investment returns here.

Read more about the third stage of our approach to evidence-based investing.

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right investment strategy for those who are seeking to build or preserve their wealth in wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth describing

What is Financial Independence? If we had a pound for every time we heard the phrase, ‘My business is my pension’, we would be happily retired ourselves by now. It is still a commonly held belief that a business will provide a full-proof retirement plan, allowing you to

When introducing evidence-based investing, we like to begin by explaining why we feel it’s the right investment strategy for those who are seeking to build or preserve their wealth in, often, wild and woolly markets. Of course sensible strategy is best followed by practical implementation, so it’s also worth

Autumn Statement Summary Following Philip Hammond’s Autumn Statement we are pleased to attach a link to our Autumn Statement Summary of the key points raised. There were no ‘rabbits from hats’ and overall it was a relatively uneventful statement. However, there were some interesting projections and confirmation regarding

As you may be aware, the investment management industry is regulated by the Financial Conduct Authority or the FCA. The FCA have recently published their Asset Management Market Survey, if you want to read it you can follow the link here. Now you may not think that this is

What’s the point of financial planning? The vast majority of people in the UK don’t use a financial planner. You might be one of them. There are usually two reasons why people don’t use a financial planner. Typically there are two types of people who don’t use a financial