Personal finance

Interest in possession trusts can let you provide income to a beneficiary for life. But whether they achieve your financial aims depends on how you set them up.

Many homeowners are underestimating their Inheritance Tax exposure. Our latest research explores why, and what this could mean for your estate.

Inheritance Tax rules have changed since the 2025 Autumn Budget. Learning how the rules might apply to your estate could help your family keep more of what you leave behind.

Inheritance Tax changes will impact businesses, landowners, and families passing wealth to younger generations. But what will they mean for your family wealth plans?

Our new research shows the financial decisions the public would make if they received a large inheritance sum. Discover how much of their windfall they would save, invest, or spend.

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.

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.

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.

Charitable giving doesn't just change lives – it can also offer significant tax benefits. Discover how donating to your favourite causes can enhance your sense of fulfilment while reducing your tax liability.