2025 - Mearns & Company

We are one of the FT Adviser’s 2025 UK Top 50 Boutique Financial Advisers

We have been named in the FT Adviser UK Top 50 Boutique Financial Advisers 2025 list. FT Adviser, together with ISS Market Intelligence, launched the UK Top 50 Boutiques list, with the aim to celebrate those firms with 10 or fewer registered financial advisers.

We are finalists in the Investors in People Awards 2025

We are delighted to share some very exciting news—Mearns & Company has been shortlisted as a finalist in the Investors in People Awards 2025! We’ve been recognised in the category: UK Employer of the Year – Platinum (2–49 employees)

Don’t have a will? Here’s how your estate would be distributed under intestacy rules

A June 2025 article by Today’s Wills & Probate revealed a 25% rise in people dying without a valid will between 2020/21 and 2023/24. If

3 ways behavioural bias could affect your approach to estate planning

Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances, including your estate plan. An estate plan sets

How pension and Inheritance Tax policy changes could affect your legacy

From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax (IHT). That date might seem far away,

Why working with a financial planner could help you close the gender wealth gap

It was just 50 years ago that the Sex Discrimination Act 1975 allowed women to open their own bank account or take out a mortgage

How behavioural bias could affect your view of existing investments

When you make investment decisions, you know they should be based on data, logic, and careful analysis. Yet, the choices you make are often influenced

Why the Labour government could reform the State Pension and what it means for you

Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published in July 2025. While

Why defining “financial freedom” could help you achieve it

Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different things to each person and is influenced by other lifestyle goals,

4 steps that could recession-proof your retirement

If you’ve been keeping up with the news recently, you’ll likely know that global economic growth is under increasing pressure. In February 2025, the Bank

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest the amount of Inheritance Tax (IHT) paid to HMRC will have

Two-thirds of homeowners could be “wildly undervaluing” their property

78% of homeowners don’t have a clear idea of how much their property is worth, according to a Zoopla survey from March 2025. It’s estimated

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