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Brooks-Macdonald


Using Life Insurance For Inheritance Tax Planning
Are you worried about your family’s financial future? Recent UK Autumn Budget changes have raised concerns for business owners, particularly regarding inheritance tax (IHT). As a business owner, safeguarding your legacy is crucial, and life insurance can be a powerful tool to mitigate IHT. Martin Lindsey, Head of Advice at FBU Partner Brooks Macdonald shares his thoughts. Key Changes In The Autumn Budget Inclusion Of Pensions In Inheritance Tax Calculations Significant cha
Dec 2, 2024


Breaking Down The Autumn Budget
Chancellor Rachel Reeves has unveiled the much-anticipated Autumn Budget, outlining the government’s plans to address the nation’s financial challenges. As expected, the budget includes several significant changes. Here, we break down the key announcements and what they may mean for your wealth. Major Budget Announcements That May Affect Your Wealth We have outlined four key changes with direct implications for your wealth: Capital Gains Tax Reforms Significant capital gain
Oct 31, 2024


Time To Take Your Pension Lump Sum?
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,
Oct 18, 2024


Stealth Tax? Wealth Tax? What Could Fill The £22 Billion Black Hole?
Martin Lindsey, Head of Advice at FBU Partner Brooks Macdonald , details the plans that Chancellor Rachel Reeves could announce in the Autumn Budget on 30 October and stresses the need to act fast. The £22 Billion Budget Black Hole Is To Fall On The Broadest Shoulders Households have been warned to expect a disappointing budget, especially those perceived to have the broadest shoulders. Ahead of the government's plans to unveil its tax and spending decisions in the Autumn Bud
Oct 10, 2024


Challenges & Opportunities Facing UK Businesses
In this article we are going to delve into what the key challenges and opportunities facing UK businesses are. The typical economic cycle...
Apr 2, 2024


Start Fresh Financially In 2024
Set off the new year as you mean to continue by revisiting and taking stock of your finances to help establish a clear plan and aim to...
Dec 15, 2023


Manage Your Wealth Like Your Business
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...
Nov 21, 2023


Get The Next Generation Ready For Inter-Generational Wealth Transfer
There’s a huge intergenerational wealth transfer brewing, as baby boomers start to think about passing on their assets. Private Client...
Sep 4, 2023


Managing Your Wealth - Questions for Family Business Professionals
The specialist wealth managers at Brooks Macdonald understand the priorities of successful family business people. The team have been...
Aug 30, 2023


Brooks Macdonald And Family Business United Announce New Partnership
Brooks Macdonald, a wealth manager with £16.8 billion in funds under management, today announced a partnership with Family Business...
Aug 21, 2023


GAP Group Reign Supreme!
The culmination of the Family Business of the Year Awards 2023 saw GAP Group take home the Supreme Champion Family Business of the Year...
Jul 6, 2023
What Is An Equity?
One of the areas that many of the next generation ask us for is insights into finance and help in gaining financial awareness and...
Jul 6, 2023


A Guide To Retirement
You’ve probably asked yourself this question thousands of times during your working life, but what happens after the daily grind grinds...
Jul 6, 2023


Make This Year Less Taxing!
The new tax year is here once again and with it comes a host of financial changes, from higher taxes to increasing bills, and almost...
Apr 12, 2023

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