Why entrepreneurs should have a holistic financial plan, and not just a tax plan
Holistic financial planning, specific to an entrepreneur’s circumstances, provides better results for a client. Even simple organisation, like having the correct documentation in place, can mean the difference between deriving value from your entrepreneurial effort or not.
Clear is kind. Planning for your death.
We have written various articles on wills and death before. Why? Because, as we have seen over the years, it is complex, especially when winding up estates. It is not enough to draw up a will and take out life cover.
Estate planning requires thought and careful consideration because every family is unique, and each has its own complexities and challenges to address.
How to know if endowments are for you
An endowment policy is not a one-size fits all approach. It should be carefully considered, taking your specific needs and circumstances into account.
What is an endowment, and does it make sense for your investment portfolio?
Do I really need an offshore will?
Who gets the precious family heirloom, or the offshore investment that you worked so hard to protect and grow? How do you ensure that it ends up where you intended?
Let’s take a deeper dive into this practical element of estate planning, namely having an offshore will.
Why you should think about your work
In the past financial planning has focussed on helping people protect and save their income or investments. We assumed a steady inflation tracking income in our retirement models and insured against disasters. However, we can no longer assume straight-line careers that will produce steady incomes. We must start to plan for frequent career changes, much longer working years and include discussions about career planning in our financial planning.
US Presidential Election 2016
We haven’t paid much attention to US elections in the past…Democrats, Republicans, Bush, Clinton or Obama – there has been a broad acceptance of neo-liberal capitalist policies supported by globalisation. Yesterday, that changed.