Many organisations, small business and family-owned businesses face challenges when transitioning due to a lack of proper ways to tackle succession planning. There is a loss of decades of knowledge and experience when a key employee departs or retires. This is then followed by a turbulent transition which in many cases interferes with the future Read More +
Archive: March 2021
We are constantly being reminded to keep passwords safe and secure and to not write them down or share them with anyone. We are also being reminded to make sure our Wills are up to date and we have a lasting Power of Attorney to ensure that important decisions, and our assets, can be looked Read More +
A frequent topic of discussion, particularly when advising on Estate planning, is making gifts to Grandchildren. This is particularly relevant at a time when many younger people struggle to save for a deposit and / or build up sizeable debts in an attempt to differentiate themselves form the crowd. Many clients are reluctant to make Read More +
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