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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. 

Gifting out of surplus income to reduce inheritance tax
30 November 2023 in Wealth/financial planning, Inheritance

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

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Natalie Brown sits down with Connect magazine
2 October 2023 in Wealth/financial planning, Investing, Inheritance, Retirement & pensions

Last 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.

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Catch up on the FTWeekend Festival highlights
14 September 2023 in CGWM news & events, Retirement & pensions, Investing, Wealth/financial planning, Inheritance

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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10 steps to build your financial fitness
15 May 2023 in Wealth/financial planning, Investing, Inheritance, Retirement & pensions

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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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.