Wealth/financial planning

Investing in certain shares listed on the Alternative Investment Market (AIM) could be a useful way to manage inheritance tax (IHT). Find out more.

It's important to protect and manage your finances in a divorce. We explain the role of a financial planner in divorce and how we can help.

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with CGWM’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.

In this article, we look at the benefits of gifting your surplus income to family members and how this can help reduce inheritance tax. 

Read our summary of the Chancellor’s Autumn Statement, in which we examine how the Chancellor’s announcements may impact you.

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS) are forms of investments in smaller, early-stage startup companies. They are government-backed investment programmes that give private investors tax relief on their investments for providing finance for these companies to grow.