by Gretchen Betts | Jul 31, 2018 | Retirement, Technical
Five reasons why pensions work for the self-employed and small business owners Being self-employed or a business owner is understandably attractive – the idea of being your own boss and doing what you love under your own steam. In fact, the number of...
by Gretchen Betts | Jul 24, 2018 | Wellbeing, Women and finance
Weight Watchers or Wealth Watchers? Millions of people across the world go to a weekly meeting where they stand on a scale in front of a room full of strangers (who are probably judging them) to see if they have been successful in losing a few pounds that week. Their...
by Gretchen Betts | Jul 11, 2018 | Case Studies, Testimonials
Simon’s Story After my father died, my brother and I inherited the family property company in equal shares. It was agreed that I would run the company and take a salary for doing so, while my brother pursued other career interests. When I originally approached Julie...
by Gretchen Betts | Jul 11, 2018 | Technical
Powers of Attorney: Are they being abused? A helpful guide to share with your Attorneys to ensure best practice. The number of investigations into the use of Power of Attorney has increased by 45% in 12 months, according to figures from the Office of the Public...
by Gretchen Betts | Jul 11, 2018 | Technical
Could you be eligible for a power of attorney fee refund? Between 1 April 2013 and 31 March 2017, the Office of the Public Guardian (OPG) generated a surplus of £89m from Lasting Power of Attorney fee overpayments. This happened because the OPG’s operating costs were...
