The value of Succession Planning to all businesses

For companies of all sizes, from early-stage startups to multinational organisations, effective succession planning is crucial.  Continue reading

Why should a company offer a package of Staff Benefits? 

Why should a company offer a package of Staff Benefits?   Continue reading

Save more with lifestyle changes

Millennials are saving less because of financial pressures, an unwillingness to invest over the longer term, and because of insufficient information. With a few adjustments, you can save more with lifestyle changes that also improve health and wellbeing.  Continue reading

A third of Gen X think they will never retire 

Recently released research# suggests a significant proportion of working age people are no longer planning a traditional ‘hard stop’ retirement, with 44 to 59-year-olds most likely to feel they will continue working beyond pensionable age.  Continue reading

‘Secret Accounts’ slow the probate process

The importance of leaving your affairs in order.  Continue reading

Value of ‘lost’ pension pots hits £31bn

The total value of ‘lost’ pension pots is now estimated to be £31.1bn, new data published by the Pensions Policy Institute (PPI) reveals. This has risen by £4.5bn, from £26.6bn in 2022.  Continue reading

What is Keyman insurance?

A sudden death or long-term absence of a key member of your staff, a share holder or a partner, could have a huge impact on your company’s profitability and success.  Continue reading

Retiring from work – but not from life

Just because you’re planning to retire from work doesn’t mean you’re planning to retire from life. Keeping busy is great but nothing’s free.   Continue reading

New research reveals most UK adults lack confidence in saving for retirement

The majority of adults (57%) in the UK are not confident they have enough time to save for the retirement they want, according to research by Unbiased.  Continue reading

Get into the savings habit to enhance your wellbeing

A report from UK Savings Week shows that having a savings habit improves wellbeing.  Continue reading

Autumn Budget 2024

“Our mission to grow the economy”  Continue reading

Paul Whiteman completes yet another marathon!

Paul Whiteman completes yet another marathon!  Continue reading

Why businesses need shareholder protection 

When a business partner dies there are implications for the surviving partner(s). Shareholder protection provides a safety net and helps minimise the impact on the organisation’s future operation.  Continue reading

Pay yourself first: what this strategy is and how to follow it

Managing your finances can be difficult, especially if you worry about having enough savings for those life-changing decisions. One strategy to consider is ‘pay yourself first.’ Here, you set money aside for various things, such as savings, retirement or even investments, before you pay your monthly bills.   Continue reading

Homes that just won’t sell

Why won’t some houses sell, even though they’ve been on the market for ages? Agents will be keen to reassure them that “It’s not you, it’s them”, and that there’s just a shortage of buyers at the moment. But what if that’s not the problem? What if the real problem is the home itself? Here are nine things that make it difficult to sell a property, and what you can do about them if any apply to your home.  Continue reading

Life and wealth planning the logical way

Understanding what you want from life is the key to making the best financial choices  Continue reading

5 painless ways to catch up on retirement savings 

If you’re behind on your savings, these tips can help you get where you want to be.  Continue reading

Preparing emotionally for retirement

Retiring is a huge life event, and can sometimes leave us feeling like we’ve lost our identity.   Continue reading

Over half of Brits have failed a financial literacy test 

Some 51% of UK adults have failed a literacy test with age being a crucial factor.   Continue reading

What do IFAs actually do?

What does the role of an IFA entail, and how can they help you grow your money?  Continue reading