The Bank of America Family Office Study: Perspectives on the Modern Family Office reveals that the next decade will be a defining era for the world’s wealthiest families.

One of the many things to set family-owned businesses apart from other commercial enterprises is the question of legacy. However, in a...

The exit of your family office team is inevitable. The time to take action is now and preparing now will help ensure a transition that...

Martin Lindsey, Head of Advice at FBU Partner Brooks Macdonald , provides his thoughts for people considering withdrawing their pension tax-free cash as a lump sum ahead of any potential changes in the forthcoming budget. With the UK government’s budget on 30 October approaching fast, many people are considering withdrawing their pension tax-free cash as a lump sum to get ahead of potential changes. Some might even be thinking about gifting this money to loved ones. However,

Family businesses around the world are often seen as cornerstones of their communities, contributing not just to the economy but to social and cultural enrichment as well. One key aspect of this contribution is their engagement in philanthropy and community initiatives. For many family-owned enterprises, giving back is not just an ancillary activity but a core component of their identity A Legacy Of Giving Family businesses frequently see themselves as stewards of a legacy th

Family offices are unique entities that blend the complexities of family dynamics with the strategic demands of wealth management. They...

Financial literacy is a critical life skill that lays the foundation for sound financial decision-making and economic well-being. As the...

In 2001, Bilal Zein, Chief Operating Officer at Quanon Capital Ltd, set up a Single Family Office, discreetly serving a family of wealth,...

In recent years, the concept of family offices has seen exponential growth, offering a unique approach to managing the affairs of wealthy...

What do you need to know before deciding whether to join the family business? We know that family businesses are great at taking a...

UK tax policies are restricting business growth and innovation, according to new research by UK top ten accountancy and advisory firm...

If you’re involved in a family-run business, you’ll know first-hand that people who run their own businesses often become embedded in the...

There’s a huge intergenerational wealth transfer brewing, as baby boomers start to think about passing on their assets. Private Client...

Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of...

In many ways, family businesses sit at the heart of commerce in our country. From small scale business-to-consumer outfits to larger business-to-business models, family businesses deliver vital products and services that make the UK one of the richest and most diverse markets in the world. By their very nature, family businesses are often personable, customer focussed, and values-driven. A business that’s kept within a family over generations becomes known in their local comm

The latest report from KPMG Private Enterprise reveals that the tax consequences on family business transfers can vary in the millions...

KPMG Private Enterprise have launched a new report that considers the diversification of the family businesses financial, human and...

Managing your finances takes time and energy, something we mostly learn as a life skill as we progress through our careers....

The latest figures from HM Revenue and Customs (HMRC) show that inheritance tax receipts received by HMRC increased by £300 million to...

How do family businesses stay intact for the next generation? The statistics are daunting: some 70% of family-owned businesses fail or...