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Global Markets Performance Update – 2021 Quarter 4

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

Yes, you can contribute to someone else’s Pension

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

Scottish Budget 2022/23 Summary

The 2022/23 Scottish Budget was presented on Thursday 9 December. Amidst rising inflation and the continuing challenges of COVID and Brexit, there were tough decisions to be made. Take a look at our budget summary for more information.

Forward Planning is the Key to Selling Your Property

Are you thinking of selling or gifting a residential or commercial property? Before you do, it is worth considering how you can minimise any Capital Gains Tax liability.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 2

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Benefit payments to Post Office accounts are ending

From April 2022, HMRC will stop making any payments into Post Office Card Accounts because their contract with the Post Office is ending.

Autumn Budget 2021 – What you need to know

Following on our Budget Highlights article yesterday we have dug a little deeper into the Chancellor's Autumn Budget announcement.

Autumn Budget 2021 Highlights

As organisations and media outlets start to react to the Chancellor's Autumn Budget announced earlier today, we highlight some of the key points.

Global Markets Performance Update – 2021 Quarter 3

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

Autumn 2021 Newsletter

Our latest newsletter highlights the importance of understanding inheritance tax, demystifies ethical investing and celebrates a number of staff promotions with our team.

Putting Your Money Where Your Morals Are

We take a look at the options and also the misconceptions around ethical investing.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 1

Inheritance Tax (IHT), once only the bane of the wealthiest, is now a charge that affects a wide cross-section of society. In this article we try to shed light on some of the complex rules surrounding IHT.