Insights and Resources

The headlines may look rosier after December’s announcement – but the direction of travel is clear. Business Relief is being significantly restricted. If you’re a…

Legislation is shifting, and with more change (and challenge) on the horizon, now is a pivotal moment to ensure your clients’ wider financial planning is…

In the UK certain initiatives play an outsized role in shaping our economic landscape whilst going often underheard. In the UK, one such initiative is…

Here’s how we helped the founders of a family business design an exit via a Management Buyout (MBO) that balanced financial security with preserving legacy. …

Every business exit is different, and the right one takes planning. Here’s how we helped a pair of founders transition their business through an Employee Ownership…

Venture Capital Trusts (VCT) play a vital role in supporting early-stage and growth companies across the UK. Every fund will operate differently, so understanding how…

Structuring your business in a way that will last and building it to be one that can attract external investment or even sell for a…

The rocket propellant of venture capital investment can be a huge blessing. With careful financial planning – personal and professional – you can eliminate any…

When’s the right time to sell your business? It comes down to several things – some you can control and some you can’t. Those uncontrollables…

Only 2% of VC funding goes to all-female teams, or what’s known as the gender funding gap. It’s a tragic stat but it comes with…

Adam shares his passion to reinvent coworking, the brand’s stellar growth, and how they’re achieving their purpose-led mission.

We hear from Sasha on The First Wealth Podcast as he details the fascinating journey to creating such a prolific, industry-leading family business.

When ex-prime minister Liz Truss resigned on 20 October 2022, after just 44 days in office, the British economy was left in chaos. Now, new…