Family Wealth

Featured Insights

Media enquiries should be directed to Kim Mead, Content Manager.

Family Wealth Gifting Inheritance Tax

Should you gift wealth while living or leave it in your will? Emily Malone

Feb 5, 2026 10 min read

How couples without children can pass on wealth tax-free Emily Malone

Jan 29, 2026 11 min read

The psychology of inheritance: why money conversations fail inside families Kim Mead, Content Manager

Jan 13, 2026 5 min read

Financial resolutions that support mental wellbeing Kim Mead, Content Manager

Jan 6, 2026 4 min read

Gifting Property: What to Think About Matthew Boreham APFS, Chartered Financial Planner

Nov 27, 2025 4 min read

Widowed younger than expected? Navigating inheritance, pensions and protection Lydia Richmond, Financial Planner

Mar 27, 2025 3 min read

Pivotal moment in advice: The power of a holistic and behavioural approach Rio Stedford, Head of Financial Planning

Jan 9, 2025 2 min read

A reminder of some of the basic IHT planning points

Nov 21, 2024 3 min read

Six Ways To Use Your Money For Good

Empowering Yourself For Your Future: The Importance Of Lasting Powers Of Attorney (Property And Financial Affairs)