The passing of deadline for submitting the 2021/22 tax return has come, but there are significant financial and tax questions to be considered. Here’s some of the most frequent topics we get from high earners. Explain how to calculate my Tapered Annual Allowance – threshold and adjusted income UK pensions The Tapered Annual Allowance is […]
End of tax return day still brings pension thinking Read More »
American families living abroad face a common financial dilemma: how to invest wisely for their children’s future. Many opt for foreign mutual funds, a sound strategy until the U.S. tax implications of such investments become apparent, especially for minors. Understanding the PFIC Quagmire Passive Foreign Investment Companies (PFICs), while a staple in foreign investment portfolios,
On the anniversary of two years of lockdown in the UK here is a view of what we’ve been up to over that time. Work from home, work from office (#WFH) and a bit of work from anywhere. We have now added new offices in London to the existing base in Reigate, Surrey. This seems
Lockdowns and workouts Read More »
Smaller company business support across the UK has been principally been funded by the European Regional Development Fund (ERDF). Following Brexit, these programmes will be reaching the end of their funded lives and new monies will be coming from a new scheme from Westminister. The Community Renewal Fund is a transition mechanism as the UK
First structural fund uses for business support post Brexit Read More »
Insights how a pitch trainer does his pitch for a corporate fintech challenge When teaching how to do pitching it is important also to be an active pitcher yourself. It is not possible to be a trainer on how to pitch if you don’t do that yourselves. Here is a story of how a subsidiary
A case study on pitching Read More »
We are fans of the lean development framework and tools like the Business Model Canvas. When we help with mentoring 1:1 we use the investment readiness level to gauge where a company is on the scale. Investment readiness as a continuum, so we can help individuals wherever they are on the spectrum and give actionable
With a reopening of the economy its time to review your marketing messages, brand dress, coms and campaigns. For Worcestershire businesses, the Here2Help scheme can give you a kickstart and get your geed up. Book your clinic below. This hour clinic can help you with any of the following topics: Branding and identity Visual Marketing
Free marketing advice (funded by the Council) for Worcestershire businesses Read More »
Information you need to know from the UK budget 2021. So seven 6 second statements on relevant budget details for smaller companies: CBILS ends 31 March replaced by Recovery Loan Scheme available to end of 2021. Upto 6 year duration for loans and 3 years for overdrafts and invoice finance. Government guarantee of 80 per
Seven 6 second statements on budget detail smaller companies need to know Read More »
Are you a self-employed adviser (ifa) feeling stuck in a rut and want to grow within a dynamic business? Or a qualified overseas adviser seeking premier regulated home for clients? Join Edale UK and expat financial and investment advisory business. Edale is providing self-employed advisers the opportunity to join their directly FCA, whole of market
Self-employed financial adviser opportunities Read More »
When looking at a SWOT analysis and seeking to use the insights to make an action plan there is not much help. TOWS, a variant of SWOAT, allows you to prioritise actions on those areas that provide the greatest strength and also tackle the weakest areas. This grasping maximum and tackling minimums is something we
Focusing on action and outcomes with TOWS Read More »
