Rich Pickings for Treasury

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

How Best to Cover your Kin

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

Grandfather and grandsons sitting in doorway

Prioritising the best ways to pass it on

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

What if I live until I’m 100?

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

Unlocking Financial Success for Business Owners

Owning a business demands strategic financial planning to ensure both your enterprise and personal future remain secure. As a business owner, you're likely dedicating significant effort to making your practice or company thrive. Amidst this

Replacing the Lifetime Allowance (LTA)

Originally implemented in 2006 to simplify retirement funds and their associated taxes, the Lifetime Allowance placed a cap on the amount of money you could build up in your pension over a lifetime, helping savers

Our Approach to Investment

Find our AFP Approach to Investment here. This content within this page is for your reference and is for information only. With any investments, the value of your investment can fall as well

Spring Budget 2024 – Pension Tax is Changing

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

Acumen Financial Planning Tax Card 2024/2025

File(s) for download Acumen Financial Planning 2024/2025 Tax Card

Tax Year End Considerations

As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. Below are some key points to consider when planning for the end of Tax