Private Client Planning Before Autumn: Wills, LPAs and Succession Decisions to Review
Autumn often brings a renewed sense of focus. After the summer break, many individuals, families and business owners begin to think more carefully about the months ahead, from financial planning and property decisions to longer-term succession. For private clients, this can be an ideal time to review the legal arrangements that protect personal wishes, family […]
James Cohen comments on Family Investment Companies (FICs) in The Telegraph
In an article in The Telegraph exploring the best vehicles for wealth planning, Head of the Private Client Department James Cohen commented on the notable rise of Family Investment Companies – or FICs – which have become “the go-to for those looking to pass on wealth efficiently”. FICs are increasingly being used as an alternative […]
IHT and Pension reforms: an update
This past August, we shared an article that set out the key anticipated reforms to the IHT treatment of pensions that are due to be implemented from 6 April 2027. The changes will impact individuals holding private pensions, Personal Representatives (“PRs”), Pension Scheme Administrators (“PSAs”) and Beneficiaries. The long-awaited Autumn Budget on 26 November 2025 […]
The Autumn Budget 2025: What It Means from a Private Client Perspective
The widely anticipated Autumn Budget 2025 delivered a series of measures set to reshape the financial landscape. In an attempt to balance Britain’s fiscal gap with Labour party promises, the Chancellor avoided any headline-grabbing rate hikes. Threshold freezes and targeted increases on investment and property income represents a significant shift that will directly impact individuals, investors, landlords, and high-net-worth clients. Inheritance […]