In a recent Q&A with The Scotsman, we respond to a reader who grew a £15,000 share portfolio to £56,000 using a classic buy-and-hold strategy. While the reader now faces tax on dividends, they asked
“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
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
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
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
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
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
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
How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards,
