Current Thinking

Having been an executive coach for the last 25 years, I’ve had the privilege of having intimate conversations with successful people from diverse fields of work. Despite there being differences in per ...

Sharing your wealth with your family in not a new concept, but the focus on it now has gathered pace as we all fear for our children’s futures as a result of higher education fees, increasing house ...

The budget was a bit of a non-event in terms of new measures of impact to how our clients plan their affairs, however, this disguised the continued lack of increase in any of the major tax allowances ...

Next year I am 65 and halfway through ‘The golden decade’ I used to casually and almost jokingly mention to Richard Meek. It seems like only yesterday we were chatting about retirement and doing th ...

Often the job of organising the family finances falls to one person in a relationship, and they do this without wishing to worry their partner or children with the detail.

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