
Is This the Right Deal for Me and My Family? Why Financial Planning Should Start Before You Exit Your Business
Selling a business isn’t just a financial decision — it’s a deeply personal one.
After years (or decades) of hard work, business owners often reach the point where it’s time to move on. That might mean selling to a third party, transitioning to family, or winding things down. But one of the most common questions we hear in those early conversations is:
“How do I know this deal is right — not just for the business, but for my family and my future?”

Autumn Budget 2024 - Planning considerations for farmers, business owners and families alike.
In our first podcast episode, I’m joined by Katie McCann of Lowry Legal and Chris Hopkinson of Sentinel Risk for a lively discussion packed with valuable insights for business owners, professionals, and families navigating the post-Autumn Budget landscape.

Revisiting Wealth Planning: IHT on Pensions and Business Property Relief Post-Budget
The 2024 Autumn Budget introduced sweeping changes to inheritance tax (IHT) rules for pensions and business property relief (BPR), reshaping how families can pass on wealth to future generations. These reforms demand a fresh look at estate and succession planning to avoid unnecessary tax burdens.