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Adviser Firm of the Year 2026 – Scotland & Northern Ireland

We are delighted to share that Mearns & Company has been named Adviser Firm of the Year – Scotland & Northern Ireland at the Professional Adviser Awards 2026, held on 18th March in London.

Why business owners could benefit from working with a financial planner

When you’re establishing a business, it can be easy to neglect your personal finances. You might feel that you don’t have the time, or you

The Capital Gains Tax essentials you need to know

The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to a Telegraph article (11

Explained: Why your pension could become liable for Inheritance Tax

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for the tax. Here’s

5 tips for overcoming the fear of investment uncertainty

Investing money can feel daunting because you can’t be sure what your returns will be or whether you’ll suffer a loss. While you can’t eliminate

The positive psychology of clear financial goals

A survey has identified an “ambition gap” in the UK, with millions of adults admitting they have no financial aspirations for the coming year. Not

How to be a successful investor: The importance of patience

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill – your patience. The

VouchedFor Top Rated Firm 2026

We are delighted to share that Mearns & Company has been recognised as a VouchedFor Top Rated Firm for 2026—a distinction awarded only to firms that consistently deliver outstanding client experience. This year’s list of the Top Rated Firms in the UK will be published in The Times on Saturday 21 March, and we’re proud to be included once again.

What Unreasonable Hospitality can teach us about attracting, retaining and engaging talent

US restaurateur Will Guidara’s book Unreasonable Hospitality has lessons from the world’s best restaurant that can be applied to employee benefits strategy.

Mearns & Company re-assessed as Cyber Essentials compliant

We are pleased to announce that we have received our Cyber Essentials certificate of assurance. The scheme is backed by the UK government and overseen by the National Cyber Security Centre (NCSC).

5 practical tips when you’re buying your last home

While you might have experience of buying property when you’re searching for the home you intend to stay in for the rest of your life,

How to give gifts that could keep on giving – just like Christmas number ones

Savvy singers and songwriters can generate an annual income by releasing a Christmas hit. As you shop for loved ones, consider giving a gift that

5 interesting insights from the investment market in 2025

The last 12 months have been interesting for investors, with the market experiencing volatility. Read on to discover valuable insights from 2025. 1. Many markets

Is the default pension fund right for you?

How your pension is invested will affect its value and the income it will provide you later in life. If you’ve put off reviewing your

How cashflow planning turns numbers into possibilities

When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account

6 origins of financial bias that could affect you

Bias can affect the decisions you make, including financial ones. But how are biases formed? Research suggests numerous factors influence biases, including the following six.

We are a finalist in the Professional Adviser Awards 2026!

Mearns & Company has been shortlisted as a finalist in the Professional Adviser Awards 2026! We’ve been recognised in the category – Adviser Firm of the Year (Scotland and Northern Ireland).

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

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