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wealth management

February 9, 2021

Now that the Office of Tax Simplification has completed its reviews into both Capital Gains Tax and Inheritance Tax, some of the key recommendations could have a lasting impact on the way family businesses deal with succession.

Now that the Office of Tax Simplification has completed its reviews into both Capital Gains Tax and Inheritance Tax, some of the key recommendations could have a lasting impact on the way family businesses deal with succession.

Bringing forward succession

February 3, 2021

Family businesses are more vulnerable to inadequate succession planning because, understandably, members of every generation involved with the business are likely reluctant to discuss, much less contemplate, the incapacity or death of the current leaders.

Family businesses are more vulnerable to inadequate succession planning because, understandably, members of every generation involved with the business are likely reluctant to discuss, much less contemplate, the incapacity or death of the current leaders.

February 2, 2021

Some beneficiaries discover that faith in fiduciaries can be misplaced. A combination of events, poor decision making, or even malign actors can see the value of fortunes thought to be in safe hands wiped out. 

Some beneficiaries discover that faith in fiduciaries can be misplaced. A combination of events, poor decision making, or even malign actors can see the value of fortunes thought to be in safe hands wiped out.

What should a beneficiary in such a position do next? The first step is to obtain information.

Information gathering

February 1, 2021

Russell Investments has a long history of highlighting the role of environment, social and governance (ESG) factors in adding value to an investment practice. We share three proof points of the value-add associated with ESG awareness and integration, and analyse the importance of considering ESG risks both in the security selection process and the asset manager selection process.

Russell Investments has a long history of highlighting the role of environment, social and governance (ESG) factors in adding value to an investment practice (1). In this post, we share three proof points of the value-add associated with ESG awareness and integration, and analyse the importance of considering ESG risks both in the security selection process and the asset manager selection process.

January 22, 2021

Choosing the right leader at the right time will be one of the most critical decisions you can make to secure the continued success of your business. Rarely has continuity and succession planning been more important, given the recent challenges faced by family businesses throughout the world.

Choosing the right leader at the right time will be one of the most critical decisions you can make to secure the continued success of your business. Rarely has continuity and succession planning been more important, given the recent challenges faced by family businesses throughout the world.

January 21, 2021

Somewhere in a cupboard, I have a set of eight contract notes dated 8 January 1975, when I invested—upwards of £100 per holding!—in a range of UK equities. Reader, I called the bottom of the market—a dangerous thing for a young man to do.

Somewhere in a cupboard, I have a set of eight contract notes dated 8 January 1975, when I invested—upwards of £100 per holding!—in a range of UK equities. Reader, I called the bottom of the market—a dangerous thing for a young man to do.

January 18, 2021

Active ownership, or proxy and engagement, has experienced a growing role in investment practices in recent years. As the light continues to shine on the importance of responsible investing and the integration of environmental, social and governance (ESG) considerations, asset owners have a responsibility to better understand both the risk factors and potential return associated with the ownership of a company they invest in.

Active ownership, or proxy and engagement, has experienced a growing role in investment practices in recent years. As the light continues to shine on the importance of responsible investing and the integration of environmental, social and governance (ESG) considerations, asset owners have a responsibility to better understand the risk factors and potential return associated with the ownership of a company they invest in.

January 14, 2021

The next generation of leaders have a vision for the future which is different to their parents and more strategic, says next-gen social entrepreneur Olga Vysokova.

The next generation of leaders have a vision for the future which is different to their parents and more strategic, says next-gen social entrepreneur Olga Vysokova.

Vysokova, a London-based financial services professional, worked for her parent’s family business for more than a decade and co-founded the Global Next Gen Community in 2019.

January 13, 2021

The 2020 election did not result in the massive blue wave that many predicted, but there are definitely still blue ripples reaching shore—especially now that Democrats won both Senate seats in the Georgia runoff elections.

The 2020 election did not result in the massive blue wave that many predicted, but there are definitely still blue ripples reaching shore—especially now that Democrats won both Senate seats in the Georgia runoff elections.

With the Democrats controlling the White House and now both houses of Congress, there are certainly changes in tax policy and other areas that ultra-wealthy families should expect and watch closely.

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