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inheritance planning

Wealth inheritance plans alive and kicking
July 28, 2017

A third of wealthy individuals will pass on their fortunes to their children during their lifetimes and a fifth will transfer their business to their next generation while still alive, says research by Lloyds Private Bank.

A third of wealthy individuals will pass on their fortunes to their children during their lifetimes and a fifth will transfer their business to their next generation while still alive, says research by Lloyds Private Bank.

Inheritance: Why passing it further down is a good plan
May 4, 2017

A survey by insurer Royal London says £400 billion ($515 billion) in private hands is waiting to be passed on and the research also discovered those holding that wealth have different views to those who are (or are not) expecting to receive it, says Jeremy Curtis, partner in the Private Wealth team at Pemberton Greenish.

A survey by insurer Royal London says £400 billion ($515 billion) in private hands is waiting to be passed on and the research also discovered those holding that wealth have different views to those who are (or are not) expecting to receive it, says Jeremy Curtis, partner in the Private Wealth team at Pemberton Greenish.

Generation skipping­–something for a long time heavily taxed in the US–is now in vogue.

Trillions of dollars at risk as benefactors unprepared to transfer wealth
February 2, 2017

Family business principals are being urged to start a formal succession plan early as less than a third of high-net worth Americans and Britons admit they have a plan in place to transfer wealth to their next generation.

Family business principals are being urged to start a formal succession plan early as less than a third of high-net worth Americans and Britons admit they have a plan in place to transfer wealth to their next generation.

However, high-net worth Britons were ahead of their American and Canadian peers in boosting their financial literacy, integral for succession planning. Greater preparedness was directly linked to greater confidence among parents their children will preserve the family fortune.

Billionaire entrepreneurs gamble inherited wealth
August 9, 2016

A rising taste for entrepreneurialism among billionaires who inherited their wealth is behind a dramatic 29% drop in the number of global billionaires in only two years.

A rising taste for entrepreneurialism among billionaires who inherited their wealth is behind a dramatic 29% drop in the number of global billionaires in only two years.

The new Wealth-X Billionaire Census reported that billionaires whose wealth was inherited comprised only 13% of all global billionaires and 14% of total billionaire wealth.

Want responsible capitalism? Then remove debt finance bias
March 13, 2012

The British government needs to remove the bias towards debt finance and make the corporate tax regime neutral if a culture of responsible capitalism is to develop. 

The British government needs to remove the bias towards debt finance and make the corporate tax regime neutral if a culture of responsible capitalism is to develop.

That’s according to lobby group the Institute for Family Business, which said the current tax system is undermining the efforts of family businesses in the UK to plan for the future and finance growth.

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