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...
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Dr Ronit Lami, Family Business Wealth Consultant
- Nov 23, 2023
- 3 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Nov 21, 2023
- 3 min
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...
Luke Ashton, Private Client Director at Brooks Macdonald
- Sep 4, 2023
- 4 min
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...
Dr Ronit Lami, Family Business Wealth Consultant
- Sep 1, 2023
- 2 min
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...
Stewart Sanderson, Brooks Macdonald
- Aug 30, 2023
- 7 min
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...
Christian Mancier - Gorvins
- Jul 9, 2023
- 4 min
Why You Need A Will If You’re Running A Family Business
In many ways, family businesses sit at the heart of commerce in our country. From small scale business-to-consumer outfits to larger...
Paul Andrews - Founder & CEO, Family Business United
- Jun 23, 2023
- 3 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Apr 4, 2023
- 3 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Feb 21, 2023
- 3 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Jan 25, 2023
- 2 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Nov 28, 2022
- 8 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Jul 9, 2022
- 2 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Jul 9, 2022
- 3 min
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....
Paul Andrews - Founder & CEO, Family Business United
- Jun 23, 2022
- 4 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Feb 2, 2022
- 8 min
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...
Joanne Edwards - Forsters
- Apr 8, 2021
- 4 min
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,...
Paul Andrews - Founder & CEO, Family Business United
- Jun 8, 2020
- 4 min
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...
Paul Andrews - Founder & CEO, Family Business United
- Apr 1, 2017
- 9 min
Managing Family Reputation
Reputational risk is a key concern for many family firms. Alistair Morgan explains some of the considerations as to how families can...
Josh Baron - BanyanGlobal
- Sep 11, 2016
- 5 min
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...
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