The latest blogs from Paul

Financial Perspectives For Complex Wealth Decisions

Expert analysis, planning insights and strategic commentary designed to help business owners, families and high-net-worth individuals make informed financial decisions.

Selling Your Business?  Avoid These Seven Financial Mistakes Before Completion

Selling Your Business? Avoid These Seven Financial Mistakes Before Completion

Selling a successful business can be the culmination of 20, 30 or even 40 years…

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The Great Wealth Transfer Has Started: Is Your Family Ready?

The Great Wealth Transfer Has Started: Is Your Family Ready?

For decades, successful business owners have concentrated on one overriding objective: building wealth. Building the…

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I’m Selling My Business in the Next Five Years – What Financial Planning Should I Do Now?

I’m Selling My Business in the Next Five Years – What Financial Planning Should I Do Now?

For many business owners, selling a company is the culmination of decades of hard work…

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Seven Inheritance Tax Mistakes That Cost UK Families Thousands

Seven Inheritance Tax Mistakes That Cost UK Families Thousands

Inheritance Tax remains one of the most widely discussed taxes in the UK and one…

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What Happens to Your Pension When You Sell Your Business?

What Happens to Your Pension When You Sell Your Business?

For many successful business owners, the decision to sell a business is one of the…

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Financial Planning for Business Owners: The Things Nobody Talks About

Financial Planning for Business Owners: The Things Nobody Talks About

Successful business owners spend years solving problems. They manage staff, navigate economic uncertainty, win clients…

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Can You Afford to Gift Money to Your Children Without Affecting Your Own Retirement?

Can You Afford to Gift Money to Your Children Without Affecting Your Own Retirement?

Many successful parents share the same ambition. They want to help their children enjoy opportunities…

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The Latest UK Inheritance Tax Position in 2026

The Latest UK Inheritance Tax Position in 2026

What Families Need to Know Inheritance Tax (IHT) planning has become one of the most…

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