Deeds of Variation: The Unsung Hero of Estate Planning

Deeds of variation offer beneficiaries a rare opportunity to redirect inheritances, mitigate tax exposure, and refine estates posthumously. Discover the nuances, considerations, and transformative potential of this often overlooked estate planning tool, as explained by lawyers Rachel Mayston and Sarah Nettleship of Thomson Snell & Passmore.

Read More
"Millionaires don't use astrology, billionaires do." or do they? Astrology and Money: From J.P. Morgan to the Reagans

The wealthy have always paid for certainty, and for a century the most expensive kind came with a horoscope attached. From J.P. Morgan's astrologer to the colour-coded calendars of the Reagan White House, this is the real history of money and the stars, and what the powerful were actually buying.

Read More
What Your Will Actually Does And Why Putting It Off Is a Decision in Itself

For women managing complex estates, the question is rarely whether to have a will. It is whether the one they have still reflects the life they are actually living. Payne Hicks Beach's Verity Sherwin and Clarissa Ferguson on the trigger moments, the tax considerations, and why the conversation is easier than most people expect.

Read More
Recently Engaged? What you need to know before you walk down the aisle

Getting engaged is not just the beginning of a wedding, it is the beginning of a financial partnership. From pensions and prenups to trusts, inheritance, and shared goals, the conversations couples have before marriage often shape the strength of the relationship long after the celebrations end. Here, a practical guide to building a financially healthy marriage from the very beginning.

Read More
UK Pensions Guide for US-connected Women

Your UK pension is not a qualifying pension in the US. That single fact has a long tail of consequences, from how contributions are taxed in the year they are made, to what forms need filing annually, to how much you ultimately keep when you start drawing an income. Sarah Whitelaw, Partner at Buzzacott, who has spent over two decades advising US citizens and green card holders living in the UK, joined us to cut through it.

Read More
Separating: What You Need to Know Before You Do Anything

The quiet divorce often involves a long period of private deliberation before any legal process begins. That period carries real financial and legal risk, and most women navigate it without proper advice. This guide and checklist covers five areas: knowing where you stand financially, protecting yourself without overstepping, assembling the right team, understanding the legal process, and managing the conversation with children.

Read More
What Happens to Your Home When You Divorce

Most people assume the family home is exempt from capital gains tax when they sell. In ordinary circumstances, Private Residence Relief makes that true. In a divorce, it depends on when one spouse moves out, whether a new property is bought and elected before the sale completes, and critically, whether the financial arrangement is captured in a court order. The 2023 reforms significantly improved the position for departing spouses, extending protection beyond the nine-month window and preserving relief on deferred sale arrangements. But those protections are conditional, and the conditions are not well known. This guide sets out what applies in each of the most common scenarios, in plain terms.

Read More
What Divorce Actually Costs You in Tax

Separation changes your tax position in ways most people are not warned about. The timing of when you move assets, whether transfers are made under a court order, how your pension is treated in settlement, and what happens to your income tax filing as a single person, each of these has a direct financial consequence. This guide covers the key taxes that arise in divorce, including the CGT reforms introduced in April 2023, the stamp duty exemption most people do not know exists, and the pension inheritance tax changes coming in April 2027.

Read More
What Every Woman Needs to Know About Inheritance Tax

Inheritance tax is no longer a problem that belongs exclusively to the wealthy. It is increasingly a problem that belongs to anyone who owns a home in a city, has been saving into a pension for two decades, and has watched their investments grow. And from April 2027, it will become significantly more complex, as unused pension pots are brought into the taxable estate for the first time. The planning window is not infinite. Some of the most effective strategies require years to mature. This guide sets out what the rules are, what is changing, and what you can do now.

Read More
Investor checklist | What the Spring Statement Means for Your Money

The Spring Statement contained no surprises. But for savers and investors, the changes already on the books are significant. A raft of changes announced in the October 2024 and Autumn 2025 Budgets are now either already in force or approaching fast, and the OBR's updated forecasts carry their own clear signals for mortgage holders, pension savers, ISA holders, and anyone with money in the markets. Here is everything that affects your money, with a clear action checklist for each topic.

Read More
Perspective on the Forces Shaping 2026

The story of wealth in 2026 is not being written in headlines, but in the slow recalibration of markets, materials and assumptions. We welcomed Altus investment Management to share their Market Outlook for 2026, and to explore why easy conditions are giving way to a more exacting environment, and what that means for women thinking seriously about stewardship, resilience and the future of their capital.

Read More
Women Are Inheriting the Wealth. The System isn’t Built for Them.

Women are holding more wealth than ever before, yet many continue to navigate complex financial and legal systems without the education needed to fully understand them. As women’s wealth grows, so do the risks hidden within investment structures, legal agreements, property ownership, and long-term planning decisions. This piece explores why financial and legal education for women wealth holders is now essential infrastructure, shaping outcomes around control, protection, and intergenerational wealth, and we invite you to read, reflect, and share your perspective.

Read More
Protecting Your Business: Understanding Warranties and Indemnities

Behind every deal lies the question: what if something goes wrong? Buyers want certainty, sellers want a clean exit: warranties and indemnities are the levers that help bridge that divide. From litigation risk to undisclosed liabilities, these contractual promises shape the fairness and viability of any transaction. Forsters’ Corporate team explores how they work in practice, and why they remain central to business sales of every size.

Read More
The Architecture of High-Net-Worth Property Finance

In prime property markets, finance is rarely straightforward. For high-net-worth individuals, wealth is often international, illiquid, and held across layered structures that sit far beyond the reach of conventional mortgage models. This article explores how bespoke property finance works at the upper end of the market, where lending is shaped around global assets, future liquidity events, and long-term wealth strategy rather than salary multiples. From asset-backed lending to cross-border structuring, it offers a clear view of how sophisticated borrowers navigate property acquisition in an increasingly complex world.

Read More
Preparing for care transitions when your child has additional needs

Prompted by Colin Farrell’s recent reflections on securing future care for his son, we caught up with Caroline Foulger, Partner at Hunters Law, to share a practical and compassionate framework for families navigating uncertainty. It introduces the idea of a support roadmap, a living document that brings clarity around care, decision-making, aspirations, and contingency planning, while emphasising open communication and regular review.

Read More
Marriage and the Revocation of Wills: Will the government say ‘I do’?

There is a long-standing rule in English succession law under which marriage automatically revokes an existing Will, which is increasingly out of step with modern life. We spoke with Hunters Law to explore how a provision originally intended to protect surviving spouses can, in practice, leave vulnerable individuals exposed, particularly in cases of predatory marriage, and reflect on the recent proposals for reform put forward by the Law Commission, while questioning whether changes to Wills law alone go far enough without wider safeguards.

Read More
Family & Finances Report 2025 Overview and Takeaways

Money decisions shape family life long before they appear in legal documents. Yet many families still avoid talking about inheritance, care, and long-term planning until they are forced to. Drawing on findings from the Schroders Family and Finances Report 2025, we look at why financial conversations remain difficult, where the biggest gaps in preparation sit, and how earlier, clearer planning can reduce stress, protect relationships, and give families more choice over time.

Read More