Wealth news and insights

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

How can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.

Pensions are among the most tax-efficient ways to invest for your future. But pension rules are complex – and the most recent changes in legislation have made them even more challenging. What do the new rules mean, and could you benefit from them?

In this webinar, we discuss how a ‘decelerating’ economy could actually prove to have a positive impact on our client portfolios, and consider when central banks might start reversing the most aggressive acceleration of interest rates seen in over 40 years.

After decades of zero and even minus interest rates why have Japan finally succumbed to increasing rates? Our experts in Edinburgh investigate.

Read our summary of the Spring budget, in which we examine how the Chancellor’s announcements may impact you.