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LATEST NEWS

Who is Luke Crosbie’s ‘Phone a friend’?

04 Sep 2023

Luke popped into Wealth Professional’s offices last week to say Bon Voyage which gave the team an opportunity to wish him the very best of luck! We also grabbed a coffee and croissant and Douglas & Abbie put together a quick Q&A we can share with you. It all kicks off on Friday so here’s to a great men’s RWC for Scotland and the home Nations.

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Frozen IHT threshold widens the net for those affected

18 Aug 2023

IHT Receipts are on the up and The Treasury has collected £2 billion between April and June. The rising trend is set to continue with the Office for Budget Responsibility estimating by 2027/28 receipts will reach over £8 billion a year.

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Congratulations, Jo!

08 Aug 2023

We are delighted to announce that Joanna Samuel has achieved fully qualified Financial Adviser status following her successful completion of our Graduate Trainee Adviser programme.

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OUR NEWSLETTERS

Drilling in to the changed pension allowance landscape

Newsletter 30th June 2023

Our feature for our Summer Wealth Professional Insight drills into the changed pension allowance landscape, exploring the impact of the scrapped lifetime allowance and increased annual pension allowance. While constraints on contributions have been lifted for those at the higher end of the earnings spectrum, working out the best strategy for contributions isn’t straightforward for everyone.

The rise in inflation over the past 18 months has forced many to consider how they spend their money and meet financial commitments. For those nearing retirement, that will include how they take their pension. The security of an annuity will be appealing to many, but we explore creating the right balance of income sources to suit an increasingly phased process.

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