Shaun Holt on Wealth Management on How We Can Leave The Next Generation In A Better Place
On this episode Gavin is joined by financial advisor, Shaun Holt to share advice on legacy, growing wealth and what you can do as your business recovers after the pandemic.
Shaun is passionate about wealth management and sees it as the most important thing for families to prosper over time, increasing generational wealth. This means planning for the future by getting good financial advice around your business and personal wealth and setting up a solid financial plan in place so that you can enjoy the fruits of your work as well as leaving substantial wealth aside for your family.
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KEY TAKEAWAYS
BEST MOMENTS
‘Tax is a contribution, you may not be able to decide how its spent, but it contributes to society.'
‘Leave the world in a better place than you found it for those that follow you.'
‘Hand down money in a better way than just giving money.'
‘There are inspirational young people, but the last thing they need is their desire taken away from them by being given money so they don't need anything.'
‘How do you want to be remembered?'
‘If your business can run without you, it's a lot more saleable than if you're still involved in the day-to-day.'
VALUABLE RESOURCES
The Business Mastermind Podcast
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gavin@gavinpreston.com
GUEST RESOURCES
LinkedIn: https://www.linkedin.com/company/bushell-holt-wealth-management/
Bushell Holt Wealth Management: https://bhwml.co.uk/
E-mail: Shaun.holt@sjpp.co.uk
ABOUT THE HOST
Gavin Preston
Gavin is an inspirational Speaker, Business Strategist, Business Growth Mentor, Trainer and high-performance Coach. He works with Business Owners and Entrepreneurs and has a strong track record in creating the creative strategies to accelerate growth of their business. He has helped hundreds of SME business owners and leaders improve their performance and that of their business and a comparable number of executives and employees in blue chip corporates over the last 20 years.
Gavin's energetic, insightful and yet down to earth and practical talks, workshops and coaching is in demand with high growth business between £250,000 and £30 million revenue and with multi-national organisations at all levels from Board to frontline Managers. He is an expert in Business Growth Strategies, Peak Performance Mindset, Persuasion & Engagement, Marketing, Productivity, Leadership Development, Team Development & Motivation, Leading Change, Stakeholder Management, Personal Effectiveness and Behavioural Change.
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