Join us at one of our upcoming events.
Join our free informative webinar where we will discuss the topic of intergenerational wealth, inheritance tax and other areas of financial planning that need to be considered when passing wealth within families. Our hosts for this event are our Chartered Financial Planners Malcolm Steel and Graeme McInally. This webinar is taking place on Monday 7th August 2023 from 12.30pm to 1.30pm.
Malcolm is our Client Strategy Director and is responsible for shaping the long-term client advice strategy for Mearns & Company. He is a qualified Chartered Financial Planner and Fellow of the Personal Finance Society. He is also a member of the Society of Trust and Estate Practitioners (STEP).
Graeme is our Financial Planning Director and is also a qualified Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS), he mentors our Private Client Planning team.
You can register for this event here
Anchor House
112 Commercial Street
Edinburgh
EH6 6NF
© Mearns & Company
Registered in Scotland, Company Number: SC288945
Mearns & Company are authorised and regulated by the Financial Conduct Authority (reference number 465557)
The guidance and / or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK