“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 over time, making regular reviews essential. As an example, take
Thank you to everyone who came along to Ready, Set, Retire on Wednesday 5th March 2025 at the Village Hotel in Aberdeen! The evening, hosted by Financial Planners Alana Davidson and Andrew Groseneill, alongside guest speaker John Dargie from Blackadders, was dedicated to helping you prepare for retirement. We explored: Navigating
Free Financial Health Check Clinics: Your Path to a Secure Financial Future We’re excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking for an informal chat with one of our qualified financial planners about your retirement
Free Financial Health Check Clinics: Your Path to a Secure Financial Future We’re excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are perfect for anyone looking to have a dedicated chat with one of our qualified financial planners about your
Upcoming Dates 20th January 2025 21st January 2025 22nd January 2025 23rd January 2025 What to Expect Time: 12:00 PM – 2:00 PM Format: By appointment only. We can help you: Assess your current pension and investments. Explore retirement strategies tailored to your
Budget brings changes for planning Retirement, Pensions and Capital Gains Tax. Further to the Autumn Budget this week and as with previous budgets, the devil is in the detail. Our role as financial planners and advisors is to navigate our clients in the right direction,
The Future of Financial Planning and Risk Management – Celebrating Excellence event in Aberdeen held on 3rd October in Aberdeen, strengthened ties between member organisations and local schools, colleges and universities through exhibition stands and networking opportunities. The evening was organised by the council of
