The Surprising Connection Between Health and Financial Success 💼💪 I spend a lot of time talking about financial goals, investment strategies, and retirement planning. But one thing that often gets overlooked in these conversations is the critical role that health plays in achieving financial success. Several years ago, I had a

Did you know that naming guardians in your will is crucial for protecting young families? 💼📜 I often talk with young families about the importance of estate planning, and the critical role that naming guardians in your will can play in ensuring that your children are cared for in the event

Are you a business owner with significant assets tied up in property? If so, you could be missing out on a powerful tax hack that could save you thousands of pounds in inheritance tax (IHT) - Business Property Relief (BPR). 🏢💰 BPR is a tax relief designed to reduce the amount

If you're a high earner in the UK, you're no stranger to the world of investments and tax savings. But have you considered investing in the UK's thriving startup scene through Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs)? Not only do these

As a business owner, you've got a lot on your plate - from managing your finances to growing your business. But are you taking advantage of all the income tax benefits available to you? Here are five insider tips to help you optimise your income tax strategy: 1️

Have you been considering investing in property, but don't have the time or expertise to manage a property portfolio? Loan notes might be the solution you're looking for. If you don't know what they are, a loan note is a form of investment where

🌟Expert Advice Alert🌟 I cannot stress enough the importance of estate planning for my UK clients. Whether you have a large estate or just a few assets, estate planning provides peace of mind and ensures that your loved ones are taken care of in the event of your passing. Here&

Over the years, I've had the pleasure of working with numerous startup founders of high-growth companies, all across the globe. One thing that stands out about these entrepreneurs is their unbridled ambition and unwavering determination to achieve their goals. Many of them are driven by a desire to

Here are 5 creative but known strategies for owners of high-growth companies. If you're running a fast growth company, you may have overlooked some of these essentials to know about: 1) Shareholder protection Implement shareholder agreements and key man insurance to protect your business and your shareholders in

As an entrepreneur or startup 🚀 founder, you're used to taking risks and thinking outside the box. But when it comes to managing your finances, are you leaving money on the table? 🤔 Here's 3 reasons why working with a private client adviser could be the smartest investment