Family Wealth Management - Winter 2017/2018

The latest insight in personal financial planning, tax and investment strategies

Welcome to our Winter edition of Family Wealth Management, which explores a broad range of topical issues in financial planning. 

Is the rising interest in defined benefit transfers warranted?  What might savers need to look out for? We provide a detailed guide to considerations that should be made before you make a decision. 

In a new segment, we met up with James Knight, Chairman of the Motoring Department, at fine art auctioneers and valuers Bonhams following our maiden sponsorship of the Car Show at Goodwood Revival, to discuss trends in classic car investment.

Many breathed a sigh of relief when the Government decided to pause on pension reforms in the Autumn Budget – however there were still measures which didn’t make the headlines that may have a significant effect on you. Click on our article below to find out more.

Beyond politics we examine the market outlook for the year, dissect the world of venture capital trusts, enterprise investment schemes and seed EIS and examine how complex family care decisions can be made easier.


Winter 2019


Mind the (pensions) gap

Women may be achieving equality in many walks of life, but on pension provision, they still lag considerably.


Taking away the pain of tax self-assessment

Filling your tax return is still one of the most unpopular jobs of the year but the HMRC has tough measures in place for those who fail to file a return.

Inheritance tax, Pensions tax reliefs and Capital gains tax

Budget reprieve: Use reliefs while they are still available

An overview of the valuable reliefs available – for now

Pension Freedom: Do you know your options?

Pensions freedoms: Do you know your options?

Defined contribution pension freedoms – the legislation is in place but does your pension contract offer you the freedom you need?

Making Charitable Gifts Go Further Through Donation of Shares

Making Charitable Gifts Go Further Through Donation of Shares

For any client wishing to support a charity, it is worth bearing in mind that there are a number of ways of making their gift go further

Winter 2017/18 articles

Classic Car

Collecting classic cars - passion or profit?

We interviewed Bonham’s Chairman of the motoring department, James Knight, to help us understand the pull of classic cars as an investment and hobby

Patient Capital Review

Patient capital review

To incentivise individuals to make investments, there are a variety of tax reliefs available

Budget 2017 Birmingham event

Autumn Budget 2017

2017’s Autumn Budget had few key changes for individuals and family financial planning – until we delved into the documents published immediately after.

Complex family care decisions

Complex family care decision

Many face difficult decisions when it comes to the care of elderly family members market experts Grace Consulting look at how to weigh and resolve difficult circumstances.

The Trusts Register Service

The Trust Registration Service: what you need to know

The deadline to register with the online Trusts Register was 5 January

Moving towards an investment-led business cycle

Moving towards an investment led business cycle

A strong global macroeconomic outlooks is prompting companies to increase capital expenditure

Defined Benefits

Defined benefit transfers

Recent regulatory changes and favourable markets have made DB pension transfers a hot topic. But what are the risks, and could a transfer be worth considering?

housing, housing prices, interest rates, brexit, UK

The state of the residential property market

The next five years will be the start of a new housing paradigm

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