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Join date: Mar 17, 2022

About

Nic Round is a Chartered Financial Planner and Chartered Wealth Manager based in the UK. He works with individuals and families on long-term financial planning, focusing on clarity, structure, and decision-making under uncertainty.

Posts (36)

Feb 26, 20263 min
What does your Will really say? Ask AI and find out.
Can AI Review My Will? More and more people are asking whether AI will review their will in a way that actually helps them understand it. Most people don’t fully understand their wills. They sign what their solicitor puts in front of them, file it away, and assume it does what they intended. But wills are legal documents written in legal language, and that can lead to confusion, especially for your family. So the real question is not whether AI replaces a solicitor. It is whether AI can help...

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Feb 13, 20263 min
What happens when I sell my business?
What happens when I sell my business? In the UK, selling a business is not simply a transaction. It triggers tax consequences, liquidity decisions, investment planning and often a personal transition. What happens after the sale can shape your financial future more than the deal itself. Behind this question are often deeper concerns: How much will I keep after tax? What should I do with the proceeds? Will I have enough to stop working? What changes once the business is no longer there?...

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Feb 13, 20263 min
Should I invest personally or through a company?
Should I invest personally or through a company? In the UK, the decision to invest personally or through a company affects tax treatment, access to funds, risk exposure and long-term flexibility. There is no universal answer. The right structure depends on your objectives, time horizon and how the money may be used in future. Behind this question are often practical concerns: Is it more tax-efficient to invest inside my company? Should I extract funds first? Will corporation tax or income tax...

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Nic Round: Chartered Wealth Manager

Nic Round: Chartered Wealth Manager

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Chartered Wealth Manager

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The Wealth Coach is a trading name of Murray Round Wealth Management Limited authorised and regulated by The Financial Conduct Authority

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The Wealth Coach is a trading name of Murray Round Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Murray Round Wealth Management Limited is entered on the FCA register under reference 194133. Company number 4010289. Registered address 2 Claremont Bank, Shrewsbury, SY1 1RW Telephone: 01743 248018 or email hello@thewealth.coach. Please note that information on this site should not be viewed as a personal recommendation or solicitation to deal.

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