Category: Retirement

Posted on: 1st March 2022

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...

Posted on: 23rd July 2021

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.

Posted on: 5th July 2021

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...

Posted on: 9th March 2020

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...

Posted on: 20th February 2020

You may recall last month I wrote the first in this series of articles entitled ‘When will you be able to retire comfortably?’ which introduced the concept of formulating a wealth accumulation plan to help you achieve...

Posted on: 13th January 2020

In the past twelve months, we have seen a large increase in the number of clients wanting to address their estate planning and the one thing we really need to tell you about is a very common theme we’re finding. The reoccurring theme is the...

Posted on: 9th January 2020

Too many business owners simply plod along from day to day and year to year hoping that with plenty of hard work and some monthly pension contributions and a bit of ISA saving here and there, they’ll be able to retire comfortably...

Posted on: 20th February 2019

A lack of financial management can cause profitability and cash flow problems and it’s a fact that this is a major cause of business failure.  

Posted on: 13th February 2019

For business owners a pension fund should not be viewed as an insurance type financial product, instead, it should be seen as a tax-free savings fund you can use to scrape profits into and avoid paying corporation tax on that profit.  

Posted on: 30th January 2019

You may have already realised that we’re much more interested in the health of your entire financial planning than merely your business accounts and taxes, hence the reason why we’re always looking for ways to help you more.