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Edinburgh independent financial advice

A quick guide to inheritance tax

Wednesday, 16 May 2018

The basics There is normally no Inheritance Tax to be paid if the value of your estate is below the Inheritance Tax nil-rate band (NRB) threshold of £325,000, or you leave everything to your spouse o ...


Pension tax advice, Edinburgh independent financial advisers

Pension lifetime allowance tax charges rise sharply

Wednesday, 2 May 2018

Figures collected by the FT show that more pension savers are being hit by the Lifetime Allowance (LTA), which caps the value of pension savings at £1.03m (in tax year 2018/19 - it will rise with inf ...


Edinburgh independent financial and pension advice

Our guide to planning your financial future

Wednesday, 4 April 2018

You can get a copy of our guide to financial planning for your future here Contents include: CREATING A FINANCIAL ROADMAP: Planning for success can be complicated in today’s world UNWRITTEN GOALS ...


Independent financial advice, Edinburgh

5 ways to maximise your pension fund

Thursday, 15 March 2018

Here are five ways to boost your pension assets 1: Increase your pension payments over time Even a small increase in your pension contributions can really add up over the years, especially if you ar ...


Edinburgh financial advice

Ten tax allowances that can safeguard your income

Tuesday, 13 March 2018

These days investors face an increasingly complex and changing set of tax rules, and as a result of this the cost of choosing the “wrong” savings vehicle can be significant. It is important to co ...


Buy to let mortgage advice, Edinburgh IFA and mortgage broker

Should you move your buy to let properties into a Limited Company?

Tuesday, 6 March 2018

Clients often ask us about either buying a buy to let (BTL) property within a Limited Company (Ltd Co), or moving existing BTL properties into a company. This is because higher-rate taxpayers can no l ...


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