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Financial Services

Project Management Success - The Importance of List of...

  A list of project goals is very helpful in your project management. A list of project topics will serve as a…
Wedding

10 Dos and Don’ts for a Personal Loan to Plan the Wedding

Planning a wedding is a special experience that makes you feel overwhelmed, and still, you look forward to it. Many…
Finance, Trading, EU market, Small Buisness

Trading With The EU? How Small Businesses Can Punch Above...

New customs, import duties, licences, VAT, and tariffs: Post Brexit trading with the EU frustrates many UK SMEs. To…
Planning, Budgeting, Tax effcient

Is Financial Advice Right for me?

The most popular question I get at the start of any financial year is whether the person I'm talking to is worth my…
Hotel Industry, Leisure and corporate

"I own a hotel and restaurant, and need a loan..."

Hotel, Restaurant and Leisure Finance How do you (re) finance your hotel, restaurant, pub, or fitness center to prepare…
#retirement, #TaxYearEnd, #futureplanning

TAX MATHS - GIFTING

Investing money in your grandchild’s future from an early age, rather than gifting it to them once you’re gone, could…
#retirement, #TaxYearEnd, #futureplanning

A smart way to reduce the tax in retirement.

Investing money in an Individual Savings Account (ISA) is a smart way to reduce the tax you pay when taking an income…
Refinance, Business Loans, Commercial Finance

Why Refinance in 2021?

As we head into 2021, an unprecedented number of businesses still struggle to manage their cash flows. When looking to…
Pension Advice, Financial Advice

The 100 Year Life

As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a…
Loans, Lending., Mortgage Advice

Lending Criteria for Commercial Finance

Before applying for commercial finance, measure your business’ financial fitness against general lending criteria. Not…
Wealth, Trusts, Tax Planning, Estate planning

Financial planning for your whole family

  Traditionally, wealth has been passed from one generation to the next upon death. However, intergenerational wealth…

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