Knowledge Hub
Ideas about money, work and living well
What is the Knowledge Hub?
Financial planning isn't really about pensions, investments and tax. It's about what your money allows you to do with your life.
Here you'll find our thoughts on financial independence, retirement, investing, tax, family and some of the decisions that come with building significant wealth.
We write for senior executives, professionals and business owners who have reached the point where the question is no longer simply how to accumulate more, but how to make the most of what they've buil
News and Articles
02 Nov 2026
The Autumn Budget: More Tax, more complexity and what you can actually do about it
The Chancellor has delivered another Budget. There were a few welcome surprises, some less welcome tax increases and plenty of tinkering around the edges. Here is what matters for your finances. Another Budget, another 98 measures on the Treasury scorecard, and another opportunity for the nation’s accountants… Read More
20 Oct 2026
ESPPs in the UK: Tax, when to sell and what to do with your shares
By Philip Dragoumis In the UK, the discount you receive on shares through an Employee Stock Purchase Plan (ESPP) is usually taxed as employment income when you buy them. Any subsequent growth may then be subject to Capital Gains Tax when you sell. ESPPs are a popular employee benefit at… Read More
03 Oct 2026
You think you have an investment edge- but against whom?
I recently reread Investing Demystified by Lars Kroijer, a former hedge fund manager. There is one idea in the book that I think every investor should spend a little time thinking about. It is the idea of having an “edge”. We all like to think we know… Read More