Business Succession Planning – series 1

Business Succession Planning – series 1

How many of your clients own their own business? Do they have succession planning in place? Approximately 4.7million business in the UK are family owned, and 100,000 family SME’s will undergo a family transfer of ownership between generations every year (Institute for...
Lasting Powers of Attorney refund by the OPG

Lasting Powers of Attorney refund by the OPG

Lasing Powers of Attorney refund scheme A refund scheme for those who have been overcharged for their power of attorney registration has been launched by the Ministry of Justice. The charge for LPA registration is only supposed to cover the cost of the service, but...
8 factors to consider for GDPR

8 factors to consider for GDPR

As an IFA, broker or Estate Planner you may not have really considered General Data Protection Regulation (GDPR) so far (implemented on 25th May 2018). But it’s important to have an awareness of what’s involved so you can make changes if you need to do so. Here are 8...