Martin Lindsey, Head of Advice at FBU Partner Brooks Macdonald , provides his thoughts for people considering withdrawing their pension...

Financial literacy is a critical life skill that lays the foundation for sound financial decision-making and economic well-being. As the...

Navigating the complexities of a family business can be challenging. With the mingling of familial ties and professional...

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...

There’s a huge intergenerational wealth transfer brewing, as baby boomers start to think about passing on their assets. Private Client...

Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of...

The specialist wealth managers at Brooks Macdonald understand the priorities of successful family business people. The team have been...

In many ways, family businesses sit at the heart of commerce in our country. From small scale business-to-consumer outfits to larger...

Mike Wardlaw from Tilney sets out the key considerations for business owners Building a successful business takes years of hard work and...

A FIC is an investment vehicle with the main benefit being the ability to pass on wealth to the next generation whilst retaining some...

The latest report from KPMG Private Enterprise reveals that the tax consequences on family business transfers can vary in the millions...

KPMG Private Enterprise have launched a new report that considers the diversification of the family businesses financial, human and...

Cash or other financial gifts might be more welcome than ever this Christmas. In grim economic times, older savers with some accumulated...

Entrepreneurs are more likely to consider property investment rather than a pension to build their wealth, according to research from...

Managing your finances takes time and energy, something we mostly learn as a life skill as we progress through our careers....

The latest figures from HM Revenue and Customs (HMRC) show that inheritance tax receipts received by HMRC increased by £300 million to...

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...

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

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...

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