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TLDR: Book Review – Traction by Gino Wickman and What It Means for Succession

by johnireland | The Book Shelf

Traction by Gino Wickman is the book behind the Entrepreneurial Operating System (EOS), and while it is written as a growth manual, it is also a useful diagnostic for succession risk in owner-run UK businesses. Wickman’s six components – Vision, People,...

The Hidden Tax Cost of Holding Cash Inside a Company

by johnireland | Tax Talk

Retained profits often create a false sense of security for business owners. In practice, large cash balances inside limited companies can quietly increase exposure to Corporation Tax inefficiencies, future dividend taxation and estate complexity if no extraction...

About Us

With over 25 years of experience in Estate Planning and three decades in Independent Financial Advisory (IFA), our team brings extensive expertise to the table…

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