News
April 1, 2020

Covid-19 – providing our support and financial advice 3>

In light of UK government advice following the COVID-19 outbreak, we want to reassure clients that our offices remain open to receive calls and letters only. If possible, however, please can you contact our team…
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Savings
March 24, 2020

What Does The New 0.1% Rate Mean For Savers? 3>

The week commencing on March the 9th 2020 has been an eventful one. On the 11th the new Chancellor released his debut Budget to tackle the COVID-19 pandemic, and beforehand the Bank of England (BoE)…
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Taxation
March 17, 2020

4 Core Elements to an Estate Plan 3>

When it comes to passing on your wealth to your loved ones, having a strong estate plan is crucial. Not only does it help to mitigate unnecessary taxes; it also assists with preventing future complications…
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Investments
March 10, 2020

Investing in 2020: Don’t Panic, Stay the Course 3>

The first three months of 2020 have certainly been far from uneventful. With the coronavirus (COVID-19) continuing to spread across the UK and wider world, many are concerned about what this means for their investments…
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Financial Planning
March 3, 2020

4 Ways A Financial Planner Can Improve Your Wellbeing 3>

In 2019, Salary Finance ran a study about financial wellbeing which had fascinating results. It found that over two-thirds of people in the UK have money worries, and these people are overwhelmingly more likely to…
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News
February 27, 2020

The view from Brooks Macdonald / February 2020 3>

Following the market volatility of the last few days I thought now would be an opportune time to offer our current thoughts. Over the past two months, the COVID19 outbreak has spread across mainland China,…
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Financial Planning
February 21, 2020

Will You Pay Unnecessary Tax Before April? 3>

This content is for information purposes only and should not be taken as financial advice or tax advice. Every effort has been made to ensure the information is correct and up-to-date at the time of…
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PensionsTaxation
February 14, 2020

Pensions vs. ISAs for Retirement & IHT Planning 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Financial Planning
February 7, 2020

How Can I Invest For My Child’s Future? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Pensions
February 3, 2020

How to Protect Your Retirement During Divorce 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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