The UK government faces the difficult task of balancing the need to raise revenue, support economic growth and maintain the UK’s attractiveness to internationally mobile families, entrepreneurs and investors. Recent tax reforms have led some to reassess their personal and
More about Globally Speaking October 2026 – practical challenges of international family wealthHowever, in many countries, succession laws impose mandatory rules that reserve part of a deceased person’s estate for certain family members, typically children and sometimes spouses, regardless of the deceased’s wishes. These rules are commonly known as forced heirship. Where
More about When choice gives way to law: planning around forced heirshipFormal validity Will the Will be accepted as a validly executed document in the country in question? Many assume that an English form Will with two witnesses is always enough to cover assets in England and Wales. Whilst it is
More about Making your Wills speak the same language1. Ongoing demand for high-quality assets Buyers remain highly selective in the current market. Although capital is still available from private equity and strategic acquirers, it is increasingly focused on businesses with recurring revenues, clear growth prospects and strong governance.
More about Mid-Market M&A TrendsAs the Government prepares for its Autumn Budget on 28 October 2026, renewed attention is being given to how the UK’s public finances can be supported in the years ahead. Whether that results in changes to taxation, new levies or
More about In Trust – September 2026Is your charitable legacy still fit for purpose? Many people include charitable gifts in their Wills to support causes that matter to them. However, recent changes to the inheritance tax (IHT) charity exemption mean that some gifts in Wills may
More about Has your charitable legacy been future-proofed? Donor-Advised Funds and giving through your WillA Lasting Power of Attorney (LPA) is a legal document that allows a person, known as the Donor, to appoint one or more trusted individuals, known as Attorneys, to make decisions on their behalf. These may concern property and finances,
More about The missing piece of most estate plans: Lasting Powers of AttorneyReviewing your estate planning and wider arrangements may sound like a significant undertaking, but it does not necessarily require a complete overhaul. With that in mind, our private client checklist considers five key areas to review this autumn. Your pension
More about Getting your house in order: a private client checklist for SeptemberWealth can take many forms. It is reflected in the possessions we treasure, the values we uphold, the causes we support and the stories that connect generations. Increasingly, families are recognising that the true significance of wealth lies not only
More about Summer reading for private clients – wealth and valuesHigh net worth individuals are increasingly investing in art, watches, wine, classic cars and other collectibles. While these assets are often acquired out of passion, they are also becoming an important component of wealth and succession planning. As a result,
More about Wealth and assets: when emotional investments meet financial responsibility