2021 - Award Winning Financial Planners

The power of cashflow planning

The future is one thing we cannot know – we have never imagined having to live through a pandemic and here we are trying to

Track down lost assets

Up to £15 billion is believed to be sitting in ‘lost’ savings accounts, premium bonds and pension and investment accounts. Many people lose track of

The rise of second homes

The number of people purchasing second properties in the UK has boomed according to government figures, with the total number of second homes rising by

The importance of portfolio rebalancing

Inertia can be a dangerous trait, especially for investment. You know the feeling. Sometimes it just seems easier to leave things as they are for

Coming in from the cold: tax planning for families

In his spring 2021 Budget, the Chancellor announced that the following thresholds and bands will not change until April 2026: The personal allowance – £12,570;

Dividends recover in 2021

Last year many companies were forced to cut or suspend dividend payments. This year, the reverse is happening and dividends are generally on the up.

The future of inheritance tax

Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be.

Handling high markets

Most of the world’s major stock markets are at or close to their all-time highs, but that is not necessarily a reason to stop investing.

PIPSI: Get your priorities right

Is paying extra into your pension the right thing to do now, or should you protect your family first, if they would be vulnerable if

Spring Investment Forum

On Monday 24th May, we were delighted to host our online Spring Investment Forum. The forum considered the global economic and investment outlook following the

Mearns Talks: Supporting Employee Wellbeing

Click below to watch this video in our Mearns Talks series, in which Malcolm Steel, Client Strategy Director, and Alan Fergusson, Non-Executive Director, share their

Mearns Talks: Tax Day March 2021

Click below to watch this video in our Mearns Talks series, in which Malcolm Steel, Client Strategy Director, and Graeme McInally, Chartered Financial Planner and

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