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Martin Lindsey - Head of Advice, Brooks Macdonald
Oct 184 min read
Time To Take Your Pension Lump Sum?
Martin Lindsey, Head of Advice at FBU Partner Brooks Macdonald , provides his thoughts for people considering withdrawing their pension...
Paul Andrews - Founder & CEO, Family Business United
Aug 53 min read
Teaching Children About Financial And Wealth Literacy
Financial literacy is a critical life skill that lays the foundation for sound financial decision-making and economic well-being. As the...
Dr Ronit Lami, Family Business Wealth Consultant
Nov 23, 20233 min read
Finding The Balance Between Being A Family & Working In Business Together
Navigating the complexities of a family business can be challenging. With the mingling of familial ties and professional...
Paul Andrews - Founder & CEO, Family Business United
Nov 21, 20233 min read
Manage Your Wealth Like Your Business
If you’re involved in a family-run business, you’ll know first-hand that people who run their own businesses often become embedded in the...
Luke Ashton, Private Client Director at Brooks Macdonald
Sep 4, 20234 min read
Get The Next Generation Ready For Inter-Generational Wealth Transfer
There’s a huge intergenerational wealth transfer brewing, as baby boomers start to think about passing on their assets. Private Client...
Dr Ronit Lami, Family Business Wealth Consultant
Sep 1, 20232 min read
Raising Children Ready For Wealth Transition
Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of...
Stewart Sanderson, Brooks Macdonald
Aug 30, 20237 min read
Managing Your Wealth - Questions for Family Business Professionals
The specialist wealth managers at Brooks Macdonald understand the priorities of successful family business people. The team have been...
Christian Mancier - Gorvins
Jul 9, 20234 min read
Why You Need A Will If You’re Running A Family Business
In many ways, family businesses sit at the heart of commerce in our country. From small scale business-to-consumer outfits to larger...
Paul Andrews - Founder & CEO, Family Business United
Jun 23, 20233 min read
Preparing For Exit And Protecting Your Wealth
Mike Wardlaw from Tilney sets out the key considerations for business owners Building a successful business takes years of hard work and...
Paul Andrews - Founder & CEO, Family Business United
Apr 4, 20233 min read
Have You Considered A Family Investment Company (‘FIC’)?
A FIC is an investment vehicle with the main benefit being the ability to pass on wealth to the next generation whilst retaining some...
Paul Andrews - Founder & CEO, Family Business United
Feb 21, 20233 min read
Significant Tax Consequences On Family Business Transfers By Location
The latest report from KPMG Private Enterprise reveals that the tax consequences on family business transfers can vary in the millions...
Paul Andrews - Founder & CEO, Family Business United
Jan 25, 20232 min read
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...
Paul Andrews - Founder & CEO, Family Business United
Nov 28, 20228 min read
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...
Paul Andrews - Founder & CEO, Family Business United
Jul 9, 20222 min read
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...
Paul Andrews - Founder & CEO, Family Business United
Jul 9, 20223 min read
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....
Paul Andrews - Founder & CEO, Family Business United
Jun 23, 20224 min read
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...
Paul Andrews - Founder & CEO, Family Business United
Feb 2, 20228 min read
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...
Joanne Edwards - Forsters
Apr 8, 20214 min read
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,...
Paul Andrews - Founder & CEO, Family Business United
Jun 8, 20204 min read
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...
Paul Andrews - Founder & CEO, Family Business United
Apr 1, 20179 min read
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...
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