Blog

Tax Year End Planning: ISA Funding, CGT, IHT and the Role of Liquidity

As the tax year-end fast approaches, we understand that your clients may be worried about finding that last-minute liquidity. It may be that they

Reflections on 2025 – Our CEO, David Newman, comments on a year of growth.

As I look back on the last 12 months, I can only do so with pride at how Firenze has evolved. Way back in

Lombard lending: The smarter way to gift

Give your loved ones the perfect gift this Christmas. But how? It’s a familiar dilemma for high-net-worth individuals, how to be generous to loved

Reaction: The Firenze team reacts to Reeve’s 2025 Autumn Budget

As the dust begins to settle after a speculation fueled Autumn Budget, the Firenze team reflect on their key takeaways and why there are

An Evening at Wagtail: Conversations Shaping the Future of Wealth Management

An Evening at Wagtail: Conversations Shaping the Future of Wealth Management Fast becoming a stalwart of the summer calendar, Firenze’s annual Wagtail rooftop party

How Lombard Lending Can Help Navigate IHT Planning Amid UK Reforms

Recent Inheritance Tax reforms in the UK are adding an ever increasing burden on those high net worth individuals who are concerned with long-term