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

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

If you are considering the best ways to protect your wealth and plan for the future, Director and Certified & Chartered Financial Planner, Rhian Morgan, discusses with The Scotsman the importance of having the right

Aegon’s research, “The Second 50,” addresses the changing dynamics of life expectancy, with 25% of children born today expected to live to nearly 100. This shift impacts traditional retirement planning, emphasising the need for financial

Some 18 years ago in 2006, it became Government policy to put a limit on the size of a pension fund an individual could accrue before potentially incurring taxable penalties. This pension fund size limit

How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards,

Despite efforts by businesses and governments to tackle the gender pay gap, it remains a significant challenge for women. This is accompanied by other financial barriers such as insufficient maternity cover, childcare costs, and the

Are you considering selling your business in the near future? Transitioning out of or selling a business can be one of the biggest financial decisions you will encounter and marks a critical transition into the

In a recent publication with Scottish Financial News, Rhian Morgan delves into the intricacies of nil-rate bands in the context of recent proposed changes to inheritance tax by the Prime Minister. With considerations of potential

Speaking with The Press & Journal in September 2023, Chartered Financial Planner Paul McCabe suggests that a less transactional approach to financial advice, focusing on long-term and holistic benefits, can significantly enhance clients’ financial well-being. Paul