Website Logo

Insights

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...

Read more

Will a wealth tax be introduced?

Paul Fairbairn features in IFA Magazine.

Read more

Office of Tax Simplification publishes report on CGT

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

Read more

How UHNWs Re-evaluate Risk

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

Read more

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...

Read more

Will your digital assets die with you?

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

Read more

Winning the Generation Game

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

Read more

Creating and using Family Investment Companies

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

Read more

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...

Read more

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...

Read more

Trustee shareholders: understanding the issues

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

Read more

Why Charter…?

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

Read more

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.