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Serena works with ambitious growing companies who've identified that understanding and controlling their finances is critical to getting the future they want. Serena gets business owners excited about their business by getting them really clear about their numbers; where they're going and how to get there. With total clarity in every part of their business.
Serena is regular columnist for a variety of business publications and a prolific finance blogger, writing for her own website as well as for a number of other business sites.
With here unique background; Serena gives a fresh perspective. And the power to make your business just what you want it to be.

What the dividend tax means for you and your clients

Unless you’ve been under a rock for the last few weeks you’ll probably have heard about the changes to dividend tax.

But do you know how it’s going to affect you and your clients?

If I’m wrong, and you haven’t heard about it, don’t beat yourself up, the Government hid it well in the Summer Budget.

So what is it all about?

8 tips to help new-start IFAs manage their cash

Cash is THE most important thing in your business, now and forever. And getting into good cashflow habits early will help to make sure your business survives and gives you the lifestyle you’re looking for.

As an IFA you’re used to helping your clients manage their money, but it’s very different when you’re starting out on your own. Especially if it’s the first time you have run your own business and when there are so many other calls on your time.

As a new business you need to make sure you’ve got enough cash to last until you get into profit. This always takes longer than you think, and your costs will always be more than you expect them to be.