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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.

Showing 145-153 of 225 articles

Xentum – A Guide to Buying a Commercial Property in a Pension

March 5, 2020 - 7 minutes read

For business owners, owning a commercial property such as an office within a pension can give significant advantages over holding that commercial property personally or…

Why Values are important for Financial Planning

March 5, 2020 - 3 minutes read

Values “the principles that help you to decide what is right and wrong, and how to act in various situations” You will often hear a…

Coronavirus – keep things in perspective

February 29, 2020 - 1 minute read

In the modern era, we have far greater access to world news at just the click of a button, or from flash news alerts on…

Xentum Update.

December 12, 2019 - 4 minutes read

Hi everyone. I thought it would be useful to share a few updates and thoughts as we approach the end of the year. Just over…

Client Update

August 9, 2019 - 3 minutes read

As we all wind down for the Summer Holidays I thought it would be a good time to reflect on some of the external events…

Why it’s important to review your financial plan

July 23, 2019 - 3 minutes read

In a world of slower economic growth, slimmer investment returns and longer lives, the need for a well-reviewed, updated financial plan has become an essential…

The rise of the ethical ISA: what’s all the fuss about?

July 23, 2019 - 2 minutes read

Mahatma Gandhi famously said that, “the future depends on what you do today.” This quote captures the new approach to investing with the rise of…

Control your business, don’t let it control you

July 8, 2019 - 2 minutes read

We get introduced to a lot of business owners at Xentum who have lost sight of the reason why. Why they started the business, why…

Preparing for sale

July 1, 2019 - 3 minutes read

Picture this – You’ve got your number, you know that a sale at that number will sustain the life that you want to live post…

Showing 145-153 of 225 articles