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The Global Family Business Champions
Wealth
Key Considerations For Life After The Family Business Exit
As the ‘baby boomer’ generation reaches retirement age, a growing number of family business owners are considering an exit. In fact,...
Aug 5, 2025
Wealth Tsunami…Postponed?
Lately there has been a marked uptick in commentators predicting an impending mass transfer of wealth to the next generation within...
Apr 17, 2025
The Importance Of Remaining Invested
Navigating the ups and downs of financial markets can be daunting. Remaining invested when markets fall may seem counter intuitive, but...
Apr 11, 2025
Major Global Survey By STEP Reveals Attitudes To Wealth
STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP...
Apr 8, 2025
Teaching Children About Financial And Wealth Literacy
Financial literacy is a critical life skill that lays the foundation for sound financial decision-making and economic well-being. As the...
Aug 5, 2024
Finding The Balance Between Being A Family & Working In Business Together
Navigating the complexities of a family business can be challenging. With the mingling of familial ties and professional...
Nov 23, 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
Raising Children Ready For Wealth Transition
Transferring wealth to the next generation is a complex process that transcends numbers and legalities. It’s a delicate balance of...
Sep 1, 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
Preparing For Exit And Protecting Your Wealth
Mike Wardlaw from Tilney sets out the key considerations for business owners Building a successful business takes years of hard work and...
Jun 23, 2023
Significant Tax Consequences On Family Business Transfers By Location
The latest report from KPMG Private Enterprise reveals that the tax consequences on family business transfers can vary in the millions...
Feb 21, 2023
New Report Looks At Redefining Wealth In Family Businesses
KPMG Private Enterprise have launched a new report that considers the diversification of the family businesses financial, human and...
Jan 25, 2023
Don’t Create An Inheritance Tax Present For HMRC!
Cash or other financial gifts might be more welcome than ever this Christmas. In grim economic times, older savers with some accumulated...
Nov 28, 2022
Financial Wellbeing Takes Time & Energy
Managing your finances takes time and energy, something we mostly learn as a life skill as we progress through our careers....
Jul 9, 2022
Inheritance Tax Quarterly Receipts Reach £1.8 Billion
The latest figures from HM Revenue and Customs (HMRC) show that inheritance tax receipts received by HMRC increased by £300 million to...
Jun 23, 2022
Making & Updating A Will: A Crucial Estate Planning Tool
Making a Will is a vital part of any estate planning exercise. Sharing wealth with family and other loved ones in the most tax efficient...
Feb 2, 2022
Nuptial Agreements And Wealth Protection
A nuptial agreement can be a useful tool for wealthy individuals and families who seek to preserve wealth for future generations. Here,...
Apr 8, 2021
The Meaning Of Wealth In The 21st Century
What matters most to high net worth families is giving their wealth a purpose. What does it mean to be wealthy in the 21st Century? Are...
Jun 8, 2020
Enough Money Can Cause Family Tension
For the next generation, having a family enterprise changes everything – from your tax status to power dynamics in the family. The...
Sep 11, 2016
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