Category: Retirement
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Inheritance Tax Planning Tips
With inheritance tax receipts to HMRC set to reach new levels this financial year, now more than ever are families needing to plan for their future.
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Retirement planning – are you on track?
The closer you are to retirement, the more important your retirement planning becomes.
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How much is your business worth?
The truth is, it depends on a range of factors and any valuation is only helpful as a guide for planning forward. The ultimate value of a business is the price a willing buyer is prepared to pay for it.
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Managing Inheritance Tax
Like many other taxes, inheritance tax (or IHT) allowances have been frozen. This sounds generous of the chancellor at a time when the government is strapped for cash. But it actually means that we are paying more.
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Recruitment Challenges
Workers quit or changed jobs in their thousands during the so-called “great resignation” of 2021
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Are you thinking of retiring?
The ultimate aim of every serious business person is to build a company that has value, so that it can be sold or transferred, allowing the entrepreneur to exit gracefully and profitably.
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The Importance of Shareholders Agreements
A shareholders’ agreement is entered into between all or some of the shareholders in a company. It regulates the relationship between the shareholders, the management of the company, ownership of the shares and the protection of the...
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Do you have a Company Will?
Shares or equity in a business may be your most valuable assets. Your ‘company will’ has one primary function: to spell out the wishes of the business owners in the event of their death or critical illness.
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Tax Efficient Pension Contributions
Pension contributions to approved pension funds on behalf of employees and directors continue to be a tax-free benefit provided the annual input limit is...
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WealthBUILDER Series 3 - What's your Wealth Gap?
In this article, we’re looking at the next step in what here at Marlows we call the retireSAFE process, which is to ascertain if you have a wealth gap i.e. the difference between where you are now and where you need to get to...