What to Do With Inherited Money: First Steps
Inheriting money almost always comes with the loss of someone who mattered. The practical questions, what to do with the money, whether it’s safe, whether...
Articles
First Wealth Launches Measure Wealth by Wellbeing Guide, Refining How Financial Success is Measured
The B Corp-certified financial planning firm publishes a comprehensive guide to its Measure Wealth by Wellbeing framework, asking clients to assess how they actually feel...
What Is an Employee Ownership Trust?
If you’re a business owner exploring exit options, you’ve probably come across the term Employee Ownership Trust, usually alongside discussions of favourable tax outcomes. However,...
The Tax Implications of a Management Buyout
For many business owners, a management buyout (MBO) is the most emotionally appealing way to exit. A trusted team continues the business, the culture survives…your...
How to Sell a Business in the UK
Selling a business is one of the most significant financial events in most business owners’ lives, often the culmination of decades of work. The difference...
How to Avoid Tax When Selling Your Business
Complete tax avoidance when selling a business isn’t realistic, and any adviser promising it deserves a healthy dose of scrutiny. What does exist is a...
How Much Is My Business Worth?
“How much is my business worth?” is a question that is both simpler and more complicated than it sounds. Simpler, because well-established valuation frameworks exist...
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