“I already have an Inheritance Tax plan – do I need a new one?” The answer is yes – inheritance tax (IHT) planning isn’t a one-time process. Both tax laws and personal circumstances can change over time, making regular reviews essential. As an example, take
In a recent article from The Scotsman, Financial Planner, Andrew Sutherland considers Inheritance Tax, using a case study example to highlight the common misconception that IHT only applies to the wealthiest. Read the full Q&A feature here. Editor’s Notes Published in Scotsman Money 24th February 2025
In a recent article from The Scotsman, Chartered and Certified Financial Planner, Paul McCabe, emphasises the importance of comprehensive financial protection for families. He notes that while many individuals have substantial life insurance, often through employer-provided death-in-service schemes and personal policies covering mortgages, there is
Thank you to everyone who came along to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen! The evening, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker John Dargie from Blackadders, was dedicated to helping you prepare for retirement. We explored: Navigating
Acumen Financial Planning are celebrating continued success in the last 12 months with team promotions, the addition of 17 new members of staff across the Aberdeen, Glasgow and Edinburgh offices, another award win and the launch of a new service, Family Wealth. One highlight of
Free Financial Health Check Clinics: Your Path to a Secure Financial Future We’re excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking for an informal chat with one of our qualified financial planners about your retirement
