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.
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.
A recent survey found that only 11% of British adults kept their 2023 New Years resolutions. With such a low success rate country-wide, how can you ensure that you make your resolutions work for you – and ensure that you stick to them?
Investing in certain shares listed on the Alternative Investment Market (AIM) could be a useful way to manage inheritance tax (IHT). Find out more.
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.
In this article, we look at the benefits of gifting your surplus income to family members and how this can help reduce inheritance tax.
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.
All blog categories
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.