estate planning
The Final Bill: How Economic Pressures and Fintech are Reshaping the Death Care Industry
Rising funeral costs are a critical economic indicator, exposing household financial fragility and creating a new frontier for fintech and investment innovation.
Beyond the Wrapping Paper: A Financier’s Guide to Gifting, Grandchildren, and Inheritance Tax
A witty letter to the FT sparks a deep dive into tax-smart gifting, wealth transfer, and why financial love is the greatest gift of all.
Beyond Resolutions: A 5-Step Blueprint for Financial Mastery in 2026
Ditch flimsy resolutions. Execute a 5-step strategic reset for your finances in 2026, covering everything from fintech audits to portfolio rebalancing.
Beyond the Throne: A Modern Playbook for Family Business Succession
Family business succession, as seen with the Murdochs, is a high-stakes challenge. A strategic plan is vital for protecting legacy and economic stability.