Insights

Selling or passing on your business might seem like a natural next step in your life. Yet business succession can be fraught with challenges, from the impact of losing the… Read more Easing succession: Smart ways to pass on your business

As £5 trillion passes from baby-boomers to their Millennial and Gen Z heirs, young people will have the financial clout to make a decisive difference to the environment and societies… Read more Real benefits, real change: Turning legacies into a force for good

Judging what young people want from their portfolio Investor expectations are taking a radical shift as wealth passes from one generation to the next. In this series on the Great… Read more A very different take on investment

The UK’s baby-boomers are set to pass on more than £5 trillion to the next generations over the coming 30 years in what has come to be known as the… Read more How Family Trading Companies can simplify the intergenerational wealth transfer

If you are in your thirties or forties, passing on your wealth is likely to be the last thing on your mind. You may also be reluctant to discuss inheritance… Read more Why you can never be too young to think about passing on your wealth

Inheritance can be a difficult subject to bring up with your loved ones. Yet, sitting down with your family to discuss wealth transfer would help you to gain a deeper… Read more How to get the wealth transfer conversation underway