Archive: May 2026

Though Mental Health Awareness Week of 2026 has just ended, the need to pay attention to mental health–and take steps to protect it–is just as critical as ever. Financial struggles and mental health are deeply connected. No matter your income level, if you have significant financial stress, you also have a greater likelihood of mental Read More +

Every year, around mid-March, something predictable happens in my inbox. A business owner emails and asks a question that usually goes something like this: “Claire, the tax year is nearly over – is there anything I can still do?” If you’re a company director or business owner, you might recognise that feeling. The UK tax Read More +

Are you thinking about your financial journey this year? The new year is a perfect time to reflect on your financial year and think about what you have achieved…and what your goals should be for the new year. Why Reflecting On Your Financial Year Matters Self-reflection supports financial wellness and financial wellness supports mental well-being. Read More +

Are you working a high-stress job just to make your mortgage payments? That was the situation this husband found himself in. It was starting to impact his health, and his wife came to us for help. The Situation We were approached by Mrs. X, who was strongly concerned about her husband’s mental and physical health. Read More +

If you are fortunate enough to be expecting an inheritance, then you may also be worried about the downside of any windfall. Specifically, inheritance tax. Inheritance tax means you have to hand part of the value of the estate over to the government, and it can be substantial. Where the inheritance is in the form Read More +

Selling your business is a big step. People sell for all kinds of reasons. Often, their goal is to retire, but they may also be burned out on the entrepreneurial lifestyle and want to return to full-time employment, or they may enjoy the start up part of a business more than running something more established Read More +

Whether you’re preparing years ahead or you’re planning to exit your involvement with a business in the near future, having the right exit strategy in place is essential. Your exit strategy is designed to accomplish a number of essential things, from providing you with a better idea of what your end goal looks like and Read More +

Understanding the Tax-Free Cash Allowance and Potential Changes As we approach the 2024 budget, there’s a growing anticipation about potential tax changes. One area that often attracts attention is the tax-free cash allowance available from pension funds. When you reach the age of 55 (or 57 from April 2025), you can access a portion of Read More +

Will you be able to retire? More than that, will you be able to retire while you are still healthy and able to enjoy the lifestyle you want? Even if you feel that you have plenty of money, you might still feel uncertain about your future. This is not because you are lacking the ability Read More +

Too many people lose financial security as they age. They may not have saved enough money, they may not understand the requirements for their State Pension, or they may have failed to plan in other ways. This can lead to forced downsizing, the inability to retire while still healthy, and an increased burden on younger Read More +