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Government reforms make it easier and cheaper for leaseholders to buy their homes

On 7 January 2021 in a widely reported press release issued by the Ministry of Housing, Communities...

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Will a wealth tax be introduced?

Paul Fairbairn features in IFA Magazine.

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Office of Tax Simplification publishes report on CGT

The Office of Tax Simplification’s recently published report on capital gains tax (CGT) hit the...

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How UHNWs Re-evaluate Risk

How do families talk about risk and map their response? According to a recent wealth industry study...

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Non-resident property investors – tax increase

How much overseas buyers pay in stamp duty now? Until 31 March 2021, Stamp Duty Land Tax (SDLT) for...

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Will your digital assets die with you?

The term ‘digital asset’ is used to describe a relatively new type of property and broadly...

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Winning the Generation Game

With around 70% of all family businesses failing in the initial transition from generation 1 to...

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Creating and using Family Investment Companies

There are a number of options to be considered when creating a Family Investment Company (FIC). ...

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How to manage the bank of Mum and Dad

The bank of mum and dad is booming with many parents wanting to help their children get a foothold...

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Scaling up – getting the right funding for your expansion project

If launching a new business is a daunting concept, scaling up for the next stage of expansion can be...

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Trustee shareholders: understanding the issues

Family trusts have long been used as a tax efficient method of holding, maintaining and dissipating...

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Why Charter…?

What is a family charter? A family charter (sometimes called a family constitution) is a document...

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Looking for something else?

If you have questions we haven’t answered here, please contact one of the team for a no-obligation, initial conversation and we can take the first step in achieving your goals.