Insight and news

Parents and guardians are saving more for their children than you think. Here’s what our data says about the Great Wealth Transfer.

Inheriting property, or selling your buy-to-let? You’ll need to pay Capital Gains Tax on your profits. But there are ways to limit your bill, especially if you're selling a business.

Building generational wealth successfully involves much more than growing the size of your investments. It also requires educating the next generation much earlier than you might expect.

Capital Gains Tax can decrease the amount of money you’re left with after a sale. Learn how it works, when it applies, and how to lower your tax bill to keep more of what you’ve earned.

Parents will pass on trillions in early inheritances to gift money to their children. But with complex rules surrounding tax efficiency, how can you ensure you’re making the most of the gift? Read our article to find out.

Family wealth management is an integrated approach to handling different aspects of your family's finances, including wealth transfer, estate planning, tax management, plus more. We explore family wealth management in the UK and why it’s important.

Leaving an inheritance is a common aim for many people in the UK. Despite this, most do not have a will or a comprehensive estate plan in place.