🔥The 9th Round of Easy Loan, Earn $40 Reward is in progress❗️ ⏰ Promotion Period: January 15th - Feburary 15th, 2025 👉 Register now and check more details at gate.io/campaigns/358

#Budget24 close loophole by bringing inherited pensions into inheritance tax from April 2027. Finally, we will reform Agricultural Property Relief and Business Property Relief. From April 2026, the first £1m of combined business and agricultural assets will continue to attract no

#Budget24 This will ensure we continue to protect small family farms… … and three-quarters of claims will be unaffected by these changes. I can also announce that we will apply a 50% relief, in all circumstances, on inheritance tax for shares on the Alternative Investment

#Budget24 I will today provide 40% relief on business rates for the retail, hospitality and leisure industry in 2025-26… … up to a cap of £110,000 per business. Alongside this, the small business tax multiplier will be frozen next year.

Carried interest rates increased to 32%.

😳

Market Cap, 5 years ago... Intel: $251 Billion Nvidia: $128 Billion Market Cap, Today... Intel: $113 Billion Nvidia: $3.65 Trillion Video: youtube.com/watch?v=ilnqo7…

We're here at the Personal Finance Society Conference in Manchester! 📍Say hi - we're at stand 55! 👋 Abraham Okusanya will be taking the stage at 2.30pm for his talk “Maximising Client Success", where he'll drop some serious knowledge on building a future-ready tech stack 😎

Join host Abraham Okusanya as he welcomes @GeorgeDKinder, the father of Life Planning, to discuss 'The Three Domains of Freedom'. Discover insights on financial freedom, fiduciary duty, and today’s challenges. Listen here 👉eu1.hubs.ly/H0dFNy00 #Adviser3Point0 #LifePlanning

Proud to share that Strategic Wealth Partners is in Citywire New Model Adviser ’s Top 100 financial planning firms for 2024! A huge thank you to our clients—this recognition reflects our commitment to delivering value and raising standards in financial planning. Here’s to a bright future!

Join us for the final ProSeries Webinar of 2024! 🤩 📅 Thursday, December 5th at 12:30 PM CEO Abraham Okusanya and VP of Product Thomas will explore the latest platform advancements, new modular reporting and planning tools, and much more! Book now 👉 eu1.hubs.ly/H0dLbt-0

Growth isn’t optional for advisory firms—it’s essential 🚀 Staying competitive means embracing innovation and not JUST scaling, but scaling with with purpose. Timeline CEO, Abraham Okusanya delves into the data to explain how 💪🏼 Read more - eu1.hubs.ly/H0fX6Gs0

In the latest Adviser 3.0 Podcast, Jon Slater chats with Abraham Okusanya about finding purpose, financial security, and lessons advisers can apply to their own lives. Listen now 👉 eu1.hubs.ly/H0fW4S40 #RetirementPlanning #FinancialAdvice

NVDA investors complaining about the AI downturn:

In Episode 101, Abraham Okusanya interviews chirine harb, COO of Capital Asset Management⁠ 🌟 Operational excellence 🌟 Leadership insights 🌟 Client-focused success She shares insights on trust, efficiency & true wealth. Listen now 👉 eu1.hubs.ly/H0h50X90

Join us on May 15 at Adviser 3.0! Sarah Steele, Ops Director at Yellowtail Financial Planning, will discuss how emotional intelligence and active listening can transform client relationships. Don’t miss out—let’s elevate our practices together! Learn more 👉 eu1.hubs.ly/H0h7WWq0

Redefining True Wealth 💡 For Chirine Harb, true wealth isn’t just about money—it’s about impact, peace of mind, and knowing you’ve made a difference. In this clip with Abraham Okusanya, she shares what wealth really means to her. Watch now 👉 eu1.hubs.ly/H0h7wqc0 #Podcast

Catch Meghaan Lurtz, Ph.D. at Adviser 3.0! Join her talk on "Upping Your Question Game" for 25 questions that transform client connections. Elevate your financial dialogues! Plan your day here 👉 bit.ly/4i3CZIn #Adviser3Point0 #FinancialPlanning

"Money buys the absence of misery. Full stop." Abraham Okusanya & Daniel Crosby break down how money impacts happiness—and why, for some, it doesn't. Full episode 👉 eu1.hubs.ly/H0hxsgG0 #MoneyAndHappiness #Podcast

What happens when your career could be over by 30? ⚽ On Adviser 3.0, Abraham Okusanya chats with Patrick Foley, founder of Sonar Financial, on the unique challenges of advising elite footballer. Listen now 👉 eu1.hubs.ly/H0hNQLz0 #adviser3point0 #podcast