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Offering Minority Investment In A Family Firm Without Losing Control
For many family-owned businesses, a full sale is not the goal. The founders (and often the next generation) want to realise some value, de-risk personally, and fund the next stage of growth, while keeping the family’s name, culture and long-term decision making at the centre of the business. A minority investment (selling less than 50%) can be a compelling route to achieve exactly that. This “partial exit” trend also fits the current UK deal environment. Advisers are forecast
Mar 10


Research Shows Women Invest, But Confidence Holds Them Back
Women are just as likely as men to plan their finances carefully but are significantly less likely to feel confident managing investments, new research from Rathbones, one of the UK’s leading wealth and asset management groups, suggests.
Mar 10


Seoul And Tokyo Lead Global Prime Residential Growth In 2026
Seoul and Tokyo lead global prime residential growth in 2026 according to the latest research from Savills.
Mar 9


Bitcoin Surges Amid Relief Rally And Trump’s Intervention
Bitcoin is surging as global markets rebound and President Donald Trump reinforces his support for the digital assets sector in its intensifying confrontation with traditional Wall Street banks.
Mar 5


Lisbon Will Lead Prime Residential Price Growth In 2026
Savills places the Portuguese capital among the five global markets with the highest appreciation potential in 2026, alongside Seoul, Tokyo, Madrid and Cape Town.
Mar 5


Protecting Your Masterpieces, A Guide To Insuring An Art Collection
Owning a valuable art collection is a source of immense pride and personal satisfaction, but it comes with responsibilities that go far beyond curation and display.
Feb 13


Have You Considered A Family Investment Company (‘FIC’)?
A FIC is an investment vehicle with the main benefit being the ability to pass on wealth to the next generation whilst retaining some control. In this article, Rafael Ruiz of Birketts explains more about the investment vehicle and some of the rules around them. The starting point is forming a company with bespoke Articles of Association and a Shareholders’ Agreement. Generally, the directors are the parents and the shareholders are adult children. Day to day management, inv
Apr 4, 2023


Entrepreneurs Choose Property Over Pension For Wealth Generation
Entrepreneurs are more likely to consider property investment rather than a pension to build their wealth, according to research from Brown Shipley, a Quintet private bank. The survey among entrepreneurs and wealthy individuals in the UK found that entrepreneurs are more likely than wealthy individuals overall to have amassed wealth through investment in property, and less likely to have done so through a pension. Almost a third of entrepreneurs (30%) state that property inve
Jul 9, 2022


Setting Up A Family Investment Company
There is no ‘one size fits all’ approach when it comes to protecting family wealth, passing this to future generations in an appropriate way, and at the ‘right time’. Setting up a Family Investment Company (“FIC”) is increasingly a popular choice for successful family business owners as part of their broader succession and tax planning strategy. Planning with trusts has a significant role in protecting family wealth for future generations, however with limitations placed on t
Sep 25, 2020

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