As 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 responsibilityWealth is not a universally defined concept. Its meaning, use and transfer are shaped by cultural values, traditions and social norms. Whilst financial and economic wealth are important measures, many cultures also place significant value on family, reputation, education, community
More about Wealth and culture: how values, tradition and community shape the way success is measuredFor many high-net-worth individuals, philanthropy is increasingly becoming an integral part of wealth planning. Families are looking beyond tax mitigation and one-off donations, and moving towards a more strategic approach, to consider how their family values align with their charitable
More about Wealth and philanthropy: the role of giving in family wealth planningThe stories our possessions tell We spend our lives accumulating possessions. Some are practical, some beautiful, some carry memories. They all tell stories about our lives. A favourite painting may remind us of a particular place or moment; a piece
More about Wealth and possessions: the stories we keep and the legacies we leaveWhile trustees of private trusts remain primarily focused on achieving appropriate financial returns for beneficiaries, many are now being asked to consider how trust investments align with family values, responsible stewardship and broader long-term objectives. Why this matters The private wealth landscape is changing. Families often span
More about Wealth and values: investing beyond financial return