


Acumen Financial Planning Tax Card 2025/2026

Do you need to update your Inheritance Tax plan?
“I already have an Inheritance Tax plan – do I need a new one?” The answer is yes – inheritance tax (IHT) planning isn’t a one-time process. Both tax laws and personal circumstances can change

Becoming an Equity Partner: A Guide to Tax, Pensions & Wealth for Legal Professionals
As Lawyers progress their career, they may have the opportunity to become an Equity Partner in the legal firm that they work for. Many legal firms operate as a Limited Liability Partnership (LLP). This means

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

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
