Family Therapy // 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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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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TRAVEL // Avoiding Legal Turbulence when Travelling with Children
Planning an overseas trip with your child can be exciting—but for separated parents, it comes with legal responsibilities that can't be ignored. From obtaining consent to understanding court orders and the risk of international child abduction, we spoke with Jennifer Pollock of Irwin Mitchell to uncover the essential steps to take before you travel. Whether you're heading abroad for a holiday or visiting family, knowing the legal framework will help you avoid costly and emotionally charged disputes.
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DIVORCE // Pension Valuation Delays: A Growing Concern in Family Law
Delays in obtaining public sector pension valuations—particularly from the Teachers’ Pension Scheme—are causing significant challenges in divorce proceedings. With legal, financial, and emotional implications for separating couples, and especially for vulnerable individuals, the issue has reached a tipping point. As the NASUWT union launches legal action on behalf of its members, family lawyers and clients alike are watching closely. We spoke with Jo Carr-West, Family Partner at Hunters Law, about why this matters, and what can be done in the meantime.
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RELATIONSHIPS // Navigating Modern Relationships in a Changing World
In a world where tradition once guided many of life’s biggest milestones—proposals, weddings, parenting roles—our personal and professional lives are now shaped by far more diverse and dynamic forces. For women in particular, the evolution of gender roles has opened new opportunities and brought with it new complexities and challenges. Join us as Katie O’Callaghan, Family Partner at Boodle Hatfield, delves into the evolving dynamics of identity, ambition, and expectation, and what it means to navigate modern life at the intersection of progress and tradition.
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TRAVEL // A Guide to The UK ETA Scheme
The UK has introduced the Electronic Travel Authorisation (ETA) scheme, similar to the US ESTA, requiring visitors from visa-exempt countries to obtain approval before travelling. While this adds a minor administrative step for most, it poses challenges for those with criminal convictions or adverse immigration histories, potentially necessitating a complex visitor visa application. In this Expert Guide we share what this means for you and how to prepare.
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ESTATE PLANNING // Understanding Mental Capacity and Succession Disputes: What You Need to Know
Planning for the future is essential, but inheritance disputes and questions about mental capacity can complicate even the best-laid plans. Whether you're concerned about a loved one's ability to make a valid will or worried about being left out of an estate, understanding the legal framework is crucial. In this guide, we’ll explore what mental capacity means in estate planning, why succession disputes happen, and how you can take proactive steps to protect your rights and prevent conflicts.
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WEALTH // Financial Protection for Vulnerable Individuals
Managing the estate of a loved one who has lost mental capacity can be a complex and emotional process. When someone is unable to make or amend their will, the Court of Protection steps in to ensure their estate is handled fairly and in their best interests. This guide explores the process of applying for a Statutory Will, the legal safeguards in place, and how to recognise and prevent financial abuse of vulnerable individuals. By understanding these key aspects, families and professionals can take proactive steps to protect assets, ensure fairness, and uphold the true wishes of those who can no longer express them fully.
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PROPERTY // The Growing Role of the "Bank of Mum and Dad"
One of the biggest challenges facing young professionals today is saving for a home—despite earning well, many still struggle to afford that all-important deposit. As a result, financial support from family members is becoming increasingly common, with not just parents but also grandparents, great-aunts, and uncles stepping in to help first-time buyers get on the property ladder. In this guide, we explore the financial, legal, and tax implications of family-funded house deposits—offering essential guidance on how to structure financial support wisely and avoid common pitfalls.
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WEALTH // Key Considerations for US Expats in the UK
Moving to the UK as a US expat comes with exciting opportunities—but also unique challenges. From understanding visa requirements and tax obligations to adapting to cultural differences and the UK’s healthcare system, there’s a lot to consider. Whether you're relocating for work, study, or a fresh start, this guide will help you navigate the key aspects of expat life, ensuring a smoother transition across the pond.
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Health // Expert Guide to Oral Health
Your smile is one of your most powerful assets, and maintaining excellent oral health goes beyond just brushing and flossing. In this expert guide, award-winning cosmetic dentist and facial aesthetic practitioner Dr. Shaadi Manouchehri shares her insights on achieving a healthy, radiant smile. Whether you're looking to prevent dental issues, enhance your smile, or understand the latest advancements in cosmetic dentistry, this guide offers professional advice to help you make informed decisions about your oral health.
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Wealth // Changes To Tax Rules Relating To Domicile
In March 2024, the UK government announced that they intended to make changes to the way in which UK taxes apply to those who have a non-UK connection, such as non-UK domiciled people (non-doms). On 30 October 2024, the government confirmed that changes would go ahead and produced a detailed note and draft legislation that provide much more detail. This note, in partnership with Irwin Mitchell, summarises the changes. The new rules relate only to tax – domicile will continue to exist as a concept that will be important when looking at, for example, succession laws and family law matters.
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Wealth // The Rising Power of Women’s Wealth: Transforming Economies and Societies
The global landscape of wealth is undergoing a significant shift: the unprecedented rise of women’s wealth. In recent years, women have become formidable economic agents, contributing not only as workers and entrepreneurs but as influential investors and financial decision-makers. This change is reshaping both the financial industry and the broader societal structures in profound ways.
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Lloyd’s of London // An Expert Guide to the World's Oldest and Largest Insurance Market
Lloyd’s of London is the world’s oldest and largest insurance market. But how does it work and who invests? Join us as we invite Kate Tongue and India Cornett of Argenta Private Capital to break down the jargon and share the benefits of this unique alternative asset class.
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Wealth // The Relationship between Wealth and Wellness
Recent research on the relationship between wealth and well-being has shed light on the intriguing notion that the effect of wealth on happiness is not a straightforward, linear one. Instead, it appears that there is a threshold beyond which accumulating more wealth may not lead to a proportionate increase in happiness. This phenomenon, often referred to as the diminishing returns of wealth on well-being, suggests that there are other factors at play that contribute significantly to our overall happiness and satisfaction with life.
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Investing // A Guide to Value Investing
Value investing is a time-tested and proven investment strategy that has been the cornerstone of many successful investors' portfolios. Pioneered by Benjamin Graham and popularised by Warren Buffett, value investing is not just a financial approach but a philosophy that aims to generate long-term wealth through the careful selection of undervalued assets.
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Divorce // The Impact on Women's wealth
Divorce is a major life change that affects every part of a person's life. It can be a difficult and emotional journey, especially when it comes to money. Women, in particular, can face unique challenges when it comes to divorce and money.
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Relationships // 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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Women's Wealth // The Global Pursuit of Gender Equality
The quest for financial security, autonomy, and wealth is not gender-exclusive, yet, regrettably, women around the world face unique challenges that significantly impact their financial well-being.
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