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Active Multi-Generation Family With Dog Walking Along Shore On Winter Beach Vacation

The Great Wealth Transfer: an opportunity for HMRC

24th January 2025

The stage is set for an unprecedented transfer of generational wealth from the 'Baby boomers' to their children with an estimated £5.5 trillion over the next two decades.

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Man refuses to give out British pound sterling money bag.

Lifetime ISA under threat

17th January 2025

Nine years after the popular Lifetime ISA (also known as LISA) was created, the Treasury Committee has now launched a review to determine whether it is still ‘fit for purpose’ among other considerations.

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Hands holding up increasing bar graph

Higher bond yields spike investor interest

17th January 2025

In this month's update, we continue to look ahead at markets in 2025 and discuss what we see in bonds and equities and how this could evolve over the next 12 months.

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21 May 2024

How to escape the tax raid on your wealth

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The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

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Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.