Changes to income recognition, and what it means for charities
The new Charity SORP (Statement of Recommended Practice) has some significant changes in the area of income recognition.
Why we need to be wary of AI-driven financial advice
AI is finding its way into more and more aspects of our lives – but does it have a role to play in financial planning.
Lovewell Blake announces partnership with Akcela
Akcela Welcomes Lovewell Blake as Partner, Strengthening Financial Support for Norfolk's Tech Founders.
A timely reminder about conflicts of interest in charities
There has been a timely reminder from the Charity Commission about identifying and managing potential conflicts of interest amongst charity trustees.
'Little and often' is the key to complying with new SORP's trustees' report requirements
Don’t leave it until the end of the year to start work on complying with new Trustees’ Report requirements.
Why ‘Young Accumulators' need to stay focused on their financial futures
Life can feel good for ‘Young Accumulators’, says Scott Hansell of Lovewell Blake Financial Planning – but they need to think seriously about their financial futures
EMI options and Employee Ownerships Trusts (EOTs)
The tax position of a sale of a trading business to an EOT suffered a blow when the Chancellor introduced capital gains tax (CGT) on 50% of gains arising on or after 26 November 2026. Given the main rate of CGT is 24% and the terms of business asset disposal relief (BADR) are much less favourable than once they were, a sale to an EOT can still be a tax efficient route where the transaction is commercially justified.
Cash or Stocks? The risk balance may surprise you
Stephen Cameron of Lovewell Blake Financial Planning says it is important to consider the balance between stock-based and cash-based investments within any portfolio.