Events
February 28, 2025

Putting Profit Back into Practice: The Shard

Wednesday, 30th April 2025: Join us for this special edition of our long-running seminar series…
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Events
February 27, 2025

Putting Profit Back into Practice: Manchester

Friday, 20th June 2025: Our expert panel, with speakers from Lily Head Dental Practice Sales…
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family carpentry business
Client ZoneNews
February 21, 2025

Family businesses: Staying ahead of Labour’s inheritance tax shake-up

Following the autumn Budget, changes to inheritance tax could have dire consequences for businesses without…
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News
February 13, 2025

What is financial planning? Our guide to confusing industry terminology

When seeking professional help with your finances, terms like 'financial planner', 'financial adviser' and 'wealth…
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Past Events
January 27, 2025

Putting Profit Back into Practice: Cheltenham

Wednesday 26th February, Delta Hotels by Marriott Cheltenham ChaseJoin industry experts at this Cheltenham event…
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Client Zone
December 12, 2024

Reflections on 2024: A year of political change

What a year it's been: we offer our thoughts on a year dominated by change…
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Client ZoneNews
December 4, 2024

Understanding gifts out of surplus income: A guide to reducing inheritance tax 

Gifting out of surplus income is an often-overlooked way of reducing your Inheritance Tax obligations…
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Past Events
November 8, 2024

Putting Profit Back into Practice: Sutton Coldfield

An evening in the Moor Hall Hotel & Spa near Birmingham, exploring the challenges facing…
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Client ZoneNews
October 31, 2024

Your guide to the Autumn Budget 2024: How does it impact you?

Chancellor Rachel Reeves has unveiled the first Labour Budget in nearly 15 years, and it's…
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