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Author: muhammad fahad

Home Author Archives: muhammad fahad
September 4, 2024 Investing

How to make sure your finances reflect your professional standards

At a glance Regulated professionals such as lawyers and accountants have extra considerations when it comes to their financial affairs, including making sure that they don’t compromise their professional integrity.…

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August 28, 2024 Business

Understanding the importance of key person insurance for business owners

At a glance Small businesses often don’t have key person insurance. Firms can use the insurance to cover any business issues that result from an individual’s absence. Getting advice on…

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July 3, 2024 Investing

How to stay on top of your financial planning with a demanding career

At a glance As professionals in accountancy or law, you might already be confident in your understanding of financial affairs and feel that spending time and money working with an…

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June 18, 2024 Investing

Uncovering value in the UK stock market

At a glance: Value investing involves finding companies selling for less than they’re really worth. The UK market is currently cheap compared to the US, which may offer long-term value…

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June 12, 2024 Business

Planning for your first year in business as a start up

At a glance As a start-up, your company’s first 12 months are critical. There are several key areas you should focus on during this time for your business to grow…

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June 5, 2024 Protecting

Maximising Financial Security: The crucial role of wealth managers for personal injury and clinical negligence victims

At a glance Expert wealth managers can play a key role in supporting victims of personal injury or clinical negligence at a particularly vulnerable time in their lives. This is…

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May 29, 2024 Investing

Reduce your Capital Gains Tax bill by splitting assets with your other half

At a glance Selling an asset may mean you need to pay Capital Gains Tax (CGT) on any gain you make. There are several ways you can reduce this bill,…

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May 22, 2024 Business

Financial planning for your post-exit assets

At a glance Before you sell your business, you’ll need a detailed, tax-efficient plan for what to do with the proceeds. Early engagement with a financial adviser is vital. We…

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May 16, 2024 Investing

What’s changing and what’s not – your tax year checklist

At a glance The main rate of Employee National Insurance contributions was reduced by a further 2% at the beginning of the 2024/25 tax year, in addition to the 2%…

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May 15, 2024 Protecting

Why income protection is more than just a safety net

At a glance Income protection offers the peace of mind that your home, family and lifestyle aren’t affected if you’re unable to work because of illness or injury. Proper income…

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  • Home
  • Company
    • About Us
    • St James’ Place
    • Meet the Team
    • Chartered Financial Planners
  • Advice & Services
    • All
    • Corporate Services
    • Exploring Intergenerational Wealth Management
    • Investment Planning
    • Mortgages & Specialist Banking
    • Protection Planning
    • Retirement Planning
    • Tax Planning
    • Will Writing
  • Calculators
    • IHT Calculator
    • Pension Calculator
    • Risk Reality Calculator
    • ISA Calculator
    • All
  • Contact Us
  • Funds
  • Insights
  • Client Area