Are you interested in learning more about inheritance? Read our wide range of articles on topics such as inheritance tax, managing inherited wealth or how to pass on wealth to your family. Find out more.
Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.
Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.
In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.
Earlier this month, Investment Director Natalie Brown sat down with Connect magazine to discuss her life at CGWM, the changing face of investment management, and how she balances a successful career with a busy family life.
Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.
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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.