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

The evolving circumstances of the workforce, including staff turnover and life events, emphasise the need for regular pension updates, and external economic changes and market shifts since 2019 highlight the importance of reviewing the suitability

In a publication in The Press & Journal, Chartered Financial Planner Alana Davidson considers the often grey area around money and adult children. A recent study reveals that one in 10 parents has taken on

With the cost-of-living crisis, increasing rates of inflation and rising mortgage costs, financial advice is not limited to those planning, or enjoying retirement. There are many reasons to seek out financial advice when starting out,

Before investing a penny, both you and your financial planner must agree on dealing with the inherent risk of investing. However, many clients cannot communicate their attitude to risk because they have never thought about

Preserving and growing wealth and thriving family businesses have a vital role to play in strengthening the wider Scottish economy – Hear more from Director Rhian Morgan as she talks about the importance of protecting

Steps to consider; financial planning for business owners is complex and different As a business owner, you will put your heart and soul into building your business, often, with it becoming one of your most

In her recent interview with The Herald, Laura Crowe, Regional Manager and Chartered Financial Planner at Acumen Financial Planning, emphasises the significance of starting retirement savings early for greater peace of mind in the long-term