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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. 

Whole of life cover: The 'secret’ inheritance tax mitigation tool
30 September 2024 in Inheritance, Planning ahead, Wealth/financial planning

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

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Succession: Your guide to managing inherited wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

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Succession: Your guide to passing on your wealth
17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

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Wealth planning: will you be able to afford rising care home costs?
19 February 2024 in Inheritance, Wealth/financial planning, Retirement & pensions

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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How can investing in AIM shares help to manage inheritance tax (IHT)?
19 January 2024 in Wealth/financial planning, Investing, Inheritance

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

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12 days of Christmas with CGWM: Our festive financial top tips
1 December 2023 in Wealth/financial planning, Inheritance, Retirement & pensions, Investing

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.

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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.