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Inheritance

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. 

Catch up on the FTWeekend Festival highlights

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.

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Wealth planning: care home costs are alarming. Are you really prepared?

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.

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10 steps to build your financial fitness

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.

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Budget 2023: balancing caution with surprise

Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.

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Five inheritance tax planning tips to help manage the inheritance tax payable on your estate

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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How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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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.