Blog11th Jun 2024
With the new financial year in full swing, now is the opportune moment to pause and reassess your personal finances. It’s one of those tasks you’ve probably been putting off, especially amidst the surge in the cost of living; it... Read more
By Kelly Shek
View moreBlog29th May 2024
Family businesses are the lifeblood of the UK economy. Working alongside your partner or children can be rewarding and even bring tax advantages. But running one is a delicate balancing act, with emotional ties that sometimes prove complex to unravel.... Read more
View moreBlog17th May 2024
Seeking advice isn’t just for the super-rich. And it’s not just selling you investment products. If you’ve never talked to a financial planner, you may be unaware of what we do and the important questions we can help you answer.... Read more
By Alan Turner
View moreBlog26th Apr 2024
When you work with a financial planner, the last thing you want to hear when asking for tax advice are the words: “That’s outside my area of expertise”. Some financial planners are in a position to offer some tax advisory... Read more
By Tom La Dell
View moreBlog5th Apr 2024
Is a Labour or Conservative government better for my investment portfolio? Will markets crash if Donald Trump gets into the White House? 2024 is a year of big elections, but they might not have the impact that you think. This... Read more
View moreBlog8th Mar 2024
Jeremy Hunt says he wants to keep taxes low and boost investment in British business. So what will his latest plans mean for your finances? We’ve picked out some highlights for you to consider from the latest Spring Budget. No... Read more
By Ian Campbell
View moreBlog5th Mar 2024
The seven biggest US technology giants, known as the Magnificent Seven, completely dominate global markets. While it might seem now as if their time at the top will go on and on, it’s important to remember that nothing lasts forever.... Read more
By Tom La Dell
View moreBlog22nd Feb 2024
Market commentators feared the worst for 2023. But despite global uncertainty, the predicted slump turned into the ‘everything rally’ – a surprising surge taking in stock and bond markets. Here are two things it can teach us when it comes... Read more
By Alan Turner
View moreBlog24th Jan 2024
If you’re classed as a higher earner in Scotland, the latest proposed income tax changes might have you searching for ways to reduce your tax liabilities. Increasing your pension payments to gain tax relief could be one option to consider.... Read more
By Lisa Tait
View moreBlog16th Jan 2024
I would be the first to admit that my introduction to the financial planning profession was a happy accident. After graduating I took on an admin role at Mathieson Financial Consulting, who were subsequently acquired by Thornton’s Wealth. While working... Read more
By Kelly Shek
View moreBlog29th Nov 2023
Inheritance tax is ‘the most hated tax in Britain’ – many are likely to be relieved, then, to hear that the government is considering abolishing the tax if they win the next election. Although the Chancellor made no new announcements... Read more
By Ian Campbell
View moreBlog16th Oct 2023
Inflation, high interest rates, financial markets moving up and down. In this sort of environment, it’s tempting to hit the panic button. When you’re looking for reassurance you’re doing the right thing, there are three golden rules to hold onto.... Read more
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