Posts tagged Family & Future Planning
What Every Woman Needs to Know About Inheritance Tax
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.

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lottie leefeLifestyle Purpose & Well-Being, Wealth & Financial Strategy, Family & Future Planning
Preparing for care transitions when your child has additional needs
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.

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lottie leefeLegal & Family Life, Family & Future Planning
Marriage and the Revocation of Wills: Will the government say ‘I do’?
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.

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lottie leefeFamily & Future Planning, Legal & Family Life
Education Planning in an Evolving Landscape
Education Planning in an Evolving Landscape

In a rapidly evolving educational landscape, preparing for elite university admissions demands more than just top grades—it requires foresight, emotional resilience, and a tailored approach. In this insightful piece, Ariana Azad, founder of FigTree Learning, shares expert guidance on how families can strategically future-proof their child’s education for institutions like the Ivy League and Oxbridge. From the evolving role of AI in learning to the importance of critical thinking, subject mastery, and long-term planning, this article offers a grounded, compassionate roadmap for navigating one of the most significant investments in a child’s future.

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lottie leefeFamily & Future Planning
Philanthropy: From Observation to Impact
Philanthropy: From Observation to Impact

Philanthropy is undergoing a transformation — from transactional giving to strategic, impact-led partnerships. In this conversation with Jo Shropshire, Co-founder and Managing Director of Benesys, we explore the evolving role of philanthropy, the rise of trust-based giving, and how individuals and businesses alike can align their wealth, values, and influence to create long-term, systemic change. In this article, we explore their strategic approach to philanthropy, the growing movement toward trust-based giving, and what the future holds for those seeking to align wealth with real-world impact.

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lottie leefeFamily & Future Planning
Clients of Wealth: Extending Culturally Competent Care Through a Systemic Lens
Clients of Wealth: Extending Culturally Competent Care Through a Systemic Lens

In a world increasingly characterised by division, disruption, and social mistrust, families of wealth face distinct psychological and relational challenges that are frequently minimised or misunderstood within traditional therapeutic frameworks. Systemic therapy, particularly through the lens of cultural competence and cultural humility, offers a uniquely effective framework for working with this population. We sat down with Dr. Paul Hokemeyer, JD, Ph.D. to explore a nuanced examination of the unique psychological and relational challenges faced by individuals and families of wealth.

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lottie leefeFamily & Future Planning, Lifestyle Purpose & Well-Being
Preserving Legacy Through Art: The Taxation of Heritage Assets
Preserving Legacy Through Art: The Taxation of Heritage Assets

In the realm of wealth stewardship, there are few concepts as elegant as the Acceptance in Lieu (AIL) scheme — a little-known but powerful way to balance inheritance tax liabilities with cultural legacy. For those who hold or manage national heritage assets, AIL presents a unique opportunity: preserve something beautiful for the public good while also protecting your estate’s value. We spoke with Rebecca Bion of Forsters Law to find out how this works — and why it may be an inspired tool for those thinking about wealth, impact, and legacy through a more expansive lens.

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lottie leefeLegal & Family Life, Lifestyle Purpose & Well-Being, Family & Future Planning
Managing Your Money Together
Managing Your Money Together

A study revealed that arguing about money is the top predictor of divorce. These arguments are harder to resolve and more intense than conflicts about children, sex, or in-laws. So, whether you're just starting to deal with financial matters in your relationship or have been navigating it for a while, here's how you can ensure fairness and avoid unpleasant financial surprises.

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lottie leefeWealth & Financial Strategy, Family & Future Planning