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The MAGAZINE

Navigating Change

IHT planning for cohabiting couples

When it comes to relationships and money, where you sit on the marriage spectrum can matter. This is because some tax rules (such as on inheritance) permit married and civil partners to transfer assets and allowances to each other tax-free, but currently don’t give the same protections if you live

Life stages: Menopause and your money

For many, menopause is a time of life when career, life and financial demands are at their peak, yet suddenly, physical and mental performance levels drop. The pressure to carry on with the usual load can become overwhelming, and yet, taking a step back might seem an impossible luxury.

10 commonly asked questions at divorce time about finances

Separation and divorce can be a difficult time, when numerous legal and financial practicalities demand attention while also navigating the emotional journey.
We take a look at the top 10 most frequently asked questions we hear about finances during divorce time, to help with any thoughts you may be experiencing

Scottish Budget 2023

On 19th December, Scottish Finance Secretary Shona Robison unveiled the Scottish Government’s 2024/25 budget plans in what she described as turbulent circumstances: a turbulence which the SNP opted to largely direct towards Scotland’s high earners in the form of income tax hikes.

Time to gift?

Considering how to gift is vital when thinking about your long-term wealth strategy. As well as helping others, it can be a practical way to reduce the size of your estate: the key factor for inheritance tax calculations, which is becoming a greater reality for many as home values

IHT planning for cohabiting couples

When it comes to relationships and money, where you sit on the marriage spectrum can matter. This is because some tax rules (such as on inheritance) permit married and civil partners to transfer assets and allowances to each other tax-free, but currently don’t give the same protections if you live

Life stages: Menopause and your money

For many, menopause is a time of life when career, life and financial demands are at their peak, yet suddenly, physical and mental performance levels drop. The pressure to carry on with the usual load can become overwhelming, and yet, taking a step back might seem an impossible luxury.

10 commonly asked questions at divorce time about finances

Separation and divorce can be a difficult time, when numerous legal and financial practicalities demand attention while also navigating the emotional journey.
We take a look at the top 10 most frequently asked questions we hear about finances during divorce time, to help with any thoughts you may be experiencing

Scottish Budget 2023

On 19th December, Scottish Finance Secretary Shona Robison unveiled the Scottish Government’s 2024/25 budget plans in what she described as turbulent circumstances: a turbulence which the SNP opted to largely direct towards Scotland’s high earners in the form of income tax hikes.

Time to gift?

Considering how to gift is vital when thinking about your long-term wealth strategy. As well as helping others, it can be a practical way to reduce the size of your estate: the key factor for inheritance tax calculations, which is becoming a greater reality for many as home values