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SUCCESSION PLANNING CHECKLIST
Succession planning is more than just a safety net for your business; it’s a strategic move that ensures your company can thrive for...
Greg Heath
May 272 min read
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Secure Your Future: A Business Owner’s Guide to Retirement Planning
Running a business is demanding, and while you’re focused on growth, it’s easy to overlook your own financial future. But here’s the...
Greg Heath
May 233 min read
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Protect Your Business with Shareholder and Partnership Protection
Business owners work hard to build successful companies—but what happens if a key partner dies or becomes critically ill? Without the...
Greg Heath
May 192 min read
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Unlocking Financial Freedom: Mastering the Art of Budgeting for a Blissful Retirement
Many aspire to achieve financial freedom, but few actually reach it. At the heart of this goal is budgeting—a practical skill that can...
Greg Heath
May 194 min read
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ROADMAP FOR MANAGING YOUR BUSINESS FINANCES
Running a business isn’t just about great ideas or passionate execution; it also involves numerous financial responsibilities. Navigating...
Greg Heath
May 165 min read
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MANAGING YOUR FINANCIAL HEALTH, BOTH BUSINESS AND PERSONAL
Starting a business can be both exhilarating and overwhelming. It’s tempting to devote much of your time and effort to developing your...
Greg Heath
May 143 min read
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Financial Planning for Business Owners and Company Directors
Welcome to our Guide to Planning Financial Success for Business Owners and Directors. At Pecunia Financial Planning we have had decades...
Greg Heath
May 122 min read
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Happy Retirement Day and to much time on your hands. Sounds like bliss!
One of my clients refers to me as a financial nerd. In an affectionate way obviously. He sent me this ....... I suspect he has been...
Greg Heath
May 91 min read
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What tax-inefficient financial planning is costing you
Tax planning remains one of the most impactful ways wealth planners can improve outcomes for their clients. While investment performance...
Greg Heath
May 63 min read
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Confronting Inflation: Rethinking Your Retirement Savings Strategies for Uncertain Times
As rising inflation rates create waves in the economy, worries about financial futures are on the rise. While retirement may seem far...
Greg Heath
Apr 303 min read
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DIY Investing - Is it time to Buy British?
This article raises a question I have been thinking about for some time. The UK does offer some amazing products and services and the...
Greg Heath
Apr 141 min read
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Why investors shouldn’t panic when markets fall
Market downturns frequently grab headlines and may cause anxiety for investors, but it's important they remain calm and avoid panic to...
Greg Heath
Apr 102 min read
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ESTATE PLANNING AMID CHANGING IHT RULES
Planning your estate is challenging at the best of times. Knowing how to mitigate your liabilities while ensuring your loved ones are...
Greg Heath
Apr 13 min read
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SELF-INVESTED PERSONAL PENSIONS MARCH 2025
Is it time to maximise your retirement investments? When planning for retirement, utilising a pension is one of the most effective ways...
Greg Heath
Mar 194 min read
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Financial Planning Is For The Many Not The Few .......
When discussing financial planning, many people believe it is relevant only to individuals with considerable wealth or assets. However,...
Greg Heath
Mar 123 min read
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END-OF-TAX-YEAR PLANNING
Our money is hard-earned and precious, so it is understandable that parting with it in the form of taxes isn’t something anyone looks...
Greg Heath
Mar 106 min read
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Mastering Individual Saving Accounts
As we start to approach the end of the tax year in April 2025, it may be time to review your saving and investments. Part of that review...
Greg Heath
Feb 211 min read
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ESTATE PLANNING AMID CHANGING IHT RULES
Planning your estate is challenging at the best of times. Knowing how to mitigate your liabilities while ensuring your loved ones are...
Greg Heath
Feb 192 min read
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Master Your Money: The Power of Cash Flow Planning
The Importance of Cash Flow Planning in Financial Success When people approach me to talk about financial planning, they often focus on...
Greg Heath
Feb 73 min read
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From Tax-Efficient Savings to Daylight Robbery: How Successive Governments Have Treated Pensions as Their Piggy Bank
Pensions were once seen as a reliable way to secure your financial future. A disciplined, tax-efficient savings vehicle, they were...
Greg Heath
Jan 303 min read
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