News
Welcome to our news and information hub, where we share practical insights, real case studies, and guidance to help business owners and families make confident financial decisions. Our news and information covers exit planning, cashflow modelling, fixed fee financial planning, investing, tax considerations, and life-first financial planning.
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.
Russia/Ukraine – What is the Impact on Investors?
March 14, 2022 - 3 minutes read
The Russia/Ukraine crisis along with Covid and rising inflation means it's an uncertain time for investors. In this article, we look at the potential impacts & explain why patience is key.
Goals vs strategy – what’s the difference?
February 28, 2022 - 2 minutes read
How does a goal differ from a strategy? More often than not, there are financial considerations when making those targeted steps toward your life goal.
CLIENT STORY: Found Financial Freedom
January 18, 2022 - 3 minutes read
With the help of Xentum, Ian Davenport re-evaluated his goals during the pandemic and went from Manager to Artist. Learn how he eased himself out of the work world into that of an art student.
Your New Year Goal: Make Your Finances Work For You Now
January 6, 2022 - 3 minutes read
For many, the past two years have scuppered our plans. The pandemic has made us realise what we have missed and what we still want…