Investment Rollercoaster, Diversity, IHT Update – FS News

Apr 24, 2017 | TC news, Wealth management

Our latest Financial Services newsletter is packed with valuable advice and information –
• Diversifying your investments
• Mid-life saving crisis
• Unclaimed tax relief
• New IHT rules

Check it out here.

Other posts you might like:

How to manage your pension at 55

Reaching age 55 is when many people can start drawing pension income or it may prompt a review of finances and more in-depth retirement planning.  If you are reaching 55 now or in the near future, our article outlines what you should be thinking about in relation to retirement.

read more

Jacqueline Whyte Gains RI Status

We are pleased to announce that Jacqueline Whyte, Director of Audit,has gained Responsible Individual (RI) status. This means that the firm now has five RIs conducting regulated audit work for clients in the public, private and not-for-profit sectors throughout Scotland.

read more