News & insights
Thoughts on planning, change and the decisions that shape a life, plus the latest from the Switchpoint team.
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Talking to your family about passing on wealth
Estate planning is often treated as paperwork. In reality, the conversations around it matter just as much as the documents. How to start them, and why…
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Selling your business: the questions to ask before the heads of terms
By the time an offer arrives, many of the most important decisions have already been made. What business owners should think about well before a sale.
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Retirement is a transition, not a date
For many people, retirement no longer arrives on a single Friday afternoon. Thinking of it as a gradual shift opens up more options, and often a…
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Staying steady when markets move
Sharp market falls make headlines, and headlines make people nervous. A look at why a clear plan matters most when the news is at its loudest.
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Welcome to Laurel House: our new home in Cropwell Butler
After months of planning, the Switchpoint team has moved into Laurel House. Here is why we chose a village setting, and what it means for the…