Dan Payne

Post Autumn Budget Brief

Explore key financial planning insights from the Autumn Budget, including tax strategies, pensions, CGT and IHT advice, shared by Dan Payne of Golden Oak Wealth Management.

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What could happen in Labour’s first Budget?

What will change on 30th October when Rachel Reeves’ first Budget as Chancellor of the Exchequer is announced?  I am sure you have been reading many speculations in the media, many of which are included in this article.  It is certainly one of the topics that we are being asked the most about at present by our clients.

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What if a Shareholder or Partner dies in a business?

Discover the crucial steps business owners should take to protect their company and family in the event of a shareholder’s death or illness. This article explores the impacts of such events on business ownership and offers practical advice on legal agreements, life insurance and financial planning.

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