top of page
Search


New Report Looks At Redefining Wealth In Family Businesses
KPMG Private Enterprise have launched a new report that considers the diversification of the family businesses financial, human and...


Don’t Create An Inheritance Tax Present For HMRC!
Cash or other financial gifts might be more welcome than ever this Christmas. In grim economic times, older savers with some accumulated...


Entrepreneurs Choose Property Over Pension For Wealth Generation
Entrepreneurs are more likely to consider property investment rather than a pension to build their wealth, according to research from...


Financial Wellbeing Takes Time & Energy
Managing your finances takes time and energy, something we mostly learn as a life skill as we progress through our careers....


Inheritance Tax Quarterly Receipts Reach £1.8 Billion
The latest figures from HM Revenue and Customs (HMRC) show that inheritance tax receipts received by HMRC increased by £300 million to...


Family Governance And Family Offices
With a recent family wealth report by Julius Baer stating that only 1 in 10 ultra-high-net-worth families have a formalised governing...


Making & Updating A Will: A Crucial Estate Planning Tool
Making a Will is a vital part of any estate planning exercise. Sharing wealth with family and other loved ones in the most tax efficient...


How Family Offices Can Offer The Edge In Family Business Governance
How do family businesses stay intact for the next generation? The statistics are daunting: some 70% of family-owned businesses fail or...


Nuptial Agreements And Wealth Protection
A nuptial agreement can be a useful tool for wealthy individuals and families who seek to preserve wealth for future generations. Here,...

Joanne Edwards - Forsters
Apr 8, 2021


Family Governance In The Digital Age
In this article, Daniel Ugur of Forsters takes a look at a practical checklist for the post-Covid world and the need for structures to be...


The Meaning Of Wealth In The 21st Century
What matters most to high net worth families is giving their wealth a purpose. What does it mean to be wealthy in the 21st Century? Are...


Managing Family Reputation
Reputational risk is a key concern for many family firms. Alistair Morgan explains some of the considerations as to how families can...


Enough Money Can Cause Family Tension
For the next generation, having a family enterprise changes everything – from your tax status to power dynamics in the family. The...

Josh Baron - BanyanGlobal
Sep 11, 2016


Richest Should Give Away Wealth
Latest research from Charities Aid Foundation suggest 25% of wealth should be donated to charity by wealthiest. For the study 2,085...


Baby Boomers Risking Inheritance
Research carried out by Safestore has revealed that 31% of people aged 55 and over do not have a will and as a result, may be risking...


Wealthy Chinese Look Beyond The American Dream
China’s rich visa-seekers are discovering alternatives to foreign investment visa schemes in the US, Canada and Australia, and are...


The Secret To Wealth Preservation In Family Businesses
When it comes to wealth preservation, why have some families businesses been so successful while others have failed miserably? In my...


How Do You Buy Art Wisely?
Buying well is key to successful art investment and is a delicate balance between aesthetic appreciation and financial savvy. Viola...


Bequeath Your Wealth The Way You Want To
Make sure you plan so your estate ends up in the right hands. Penny Lovell shares her thoughts. Have you prepared a will? Have you made...


Lack Of Trust Of Wealthy For Next Gens
According to recent research from Barclays Wealth, 40% of the UK’s high net worth individuals do not trust the next generation to protect...
bottom of page







