Inheritance

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.

Earlier this month, our experts Tom Becket, from the Chief Investment Office, and David Goodfellow, Head of Financial Planning, took to the stage to represent CGWM at the FTWeekend Festival.

In order to meet your goals, both short- and long-term, you need to have a thorough understanding of your financial position, so that you can make the most of your money and create a comprehensive wealth plan for the future.