Intelligence

The UK's proposed AIFM reforms aim to create a more proportionate framework for emerging alternative investment fund managers. As these businesses evolve from proof-of-concept to institutional scale, they face increasingly complex questions around fund structuring, investor access, and long-term platform development that require sophisticated jurisdictional solutions.

Rich Ambrose, CEO of Wealthify, joins the Payment Innovators Network Podcast to discuss his extensive background in the payments industry. He shares insights from his career trajectory...

With significant inheritance tax changes for pensions taking effect in April 2027, this comprehensive guide examines five essential areas of estate planning that families should review this autumn. From pension arrangements and regular gifting strategies to education funding, lasting powers of attorney, and digital asset management, discover practical steps to ensure your financial affairs remain aligned with your objectives and compliant with evolving tax legislation.

Explore how wealth extends beyond financial metrics to encompass values, culture, possessions, and philanthropy. This collection examines the broader dimensions of legacy planning, from values-led investing and cultural perspectives on succession to the emotional significance of heirlooms and passion assets, offering insights into creating meaningful and lasting legacies.

High net worth individuals are increasingly investing in art, watches, wine, classic cars and other collectibles as passion assets. These assets combine personal enjoyment with financial value, requiring careful legal and practical consideration across acquisition, lending, financing and succession planning to protect both their emotional significance and long-term worth.

The UK government has introduced significant changes to trust registration requirements, affecting both the Trust Registration Service and the Register of Overseas Entities. These new rules expand registration obligations for overseas trusts holding UK land while providing exemptions for certain low-value trusts, requiring trustees to review their compliance status and take action by specified deadlines.