Xentum | News


Showing 1-9 of 149 articles

How to work out your ‘magic number’

May 23, 2022 - 4 minutes read

We talked to a group of entrepreneurs about the value of knowing their 'magic number' before selling their businesses. Find out what they had to say.

Promotion for Sasha

May 17, 2022 - Less than a minute read

We are delighted to announce that Sasha Campbell has been promoted to the position of Associate Planner.

Rich Kids vs Wealthy Kids

May 1, 2022 - 7 minutes read

Guest blogger, Will Rainey, discusses how his childhood dreams to become rich turned into a deeper appreciation of what wealthy truly means.

We’re hiring – Paraplanner

April 29, 2022 - 1 minute read

Are you a qualified, experienced Paraplanner looking for a new challenge with a great team?  If so, we could be the ideal team for you!

Get Ready for the Trust Registration Service

April 26, 2022 - 2 minutes read

If you have wealth secured in a non-taxable express Trust, then you need to know about a change in reporting rules which is due to come into effect later this year.

Age-by-age guide to teaching kids about money

April 18, 2022 - 10 minutes read

Think kids are too young to appreciate the value of their pocket money?  Our guest blogger, Will Rainey, tells us otherwise and that ages 4-7…

Inflation & Financial Planning – Q&A with Jonny Lord APFS

April 14, 2022 - 3 minutes read

With reports that inflation is rising at its fastest rate for 30 years, we all have to take stock of our finances. In this Q&A, Jonny Lord, looks at how inflation can affect financial planning.

New Tax Year – What’s Changed?

April 1, 2022 - 4 minutes read

The new tax year is just a few days away. Here, Craig Watts of Redstone Accountancy Services provides an overview of what's changed, looking at National Insurance & dividend tax in particular.

Inspiring our Profession

March 21, 2022 - 2 minutes read

A recent conference was the perfect platform for CEO Dominic Baldwin to talk on a subject he is immensely passionate about: the need for financial planners to illuminate their clients' most important values and their ideal lifestyle vision BEFORE making important financial decisions.

Showing 1-9 of 149 articles