Insights and Resources

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,…

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 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…

For a business owner selling up after years of building value, the difference between qualifying for Business Asset Disposal Relief and not qualifying can run…

Financial planning for business owners can end up being all about the business - growth, cash flow, targets, the next deal. But the real question underneath all…

As we move deeper into 2026, the UK SME mergers and acquisitions market is best described as selective, disciplined and opportunity‑rich for the well‑prepared. After several years of…

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…