Featured articles
Family Investment Company (FIC) - A Complete Guide
How to use a Family Investment Company to eliminate inheritance tax, and reduce personal income & capital gains tax by using a combination of personal and corporate tax reliefs.
Farm Inheritance Tax Guide
Inheritance Tax (IHT) is a major concern for farmers across the UK. Unlike many other businesses, farming often involves valuable land and assets that have been passed down through generations.
CGT Rules & Exemptions for Selling Furnished Holiday Lets (FHL)
Selling a Furnished Holiday Let (FHL)? Understanding Capital Gains Tax (CGT) rules and exemptions can help you reduce liabilities and maximise profits.
How to Control Everything but Own Nothing
Learn how to protect assets from liabilities, minimise taxes, and ensure smooth succession planning.
What is a Succession Plan?
Succession planning is particularly important for family businesses, wealth management, and estate planning, as it helps avoid disruptions, maintain stability, and preserve the family legacy or business.
What is an Employee Benefit Trust (EBT)?
An Employee Benefit Trust (EBT) is a trust set up by a company to hold assets—typically shares or cash—for the benefit of its employees. It is often used to facilitate employee share schemes, bonuses, and long-term incentive plans (LTIPs).
What is Estate Planning?
Estate planning is the process of organising and managing a person’s assets and affairs to ensure their wishes are fulfilled after their death and to minimise potential challenges for heirs. Read our article to find out more!
What is Family Governance?
Family Governance refers to the systems, structures, and processes a family puts in place to manage its wealth, businesses, and relationships across generations. Read the article to find out more!
The Art of the Deal: The Relentless Focus That Closes Deals
Across decades, shifting markets, and evolving corporate structures, one truth remains constant: deals don’t close themselves.
APR vs. BPR: Which Tax Relief Applies to Your Farm?
Confused about Agricultural Property Relief (APR) and Business Property Relief (BPR)? Learn how these tax reliefs can reduce your farm’s Inheritance Tax (IHT) liability and protect your estate.
What Counts as a Taxable Farm Asset? A Breakdown for Farmers
Not all farm assets are taxed the same way. Understanding which assets, land, buildings, machinery, and livestock are taxable can help you manage liabilities and maximise reliefs.