Window on Wealth Spring 2023 wealth management newsletter

Apr 20, 2023 | Business support hub, Wealth management

Welcome to the latest edition of our Window on Wealth wealth management newsletter.

This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.

Articles include –

The return of investor confidence
Tackling fiscal drag
Clampdown on crypto
Tax investigations for unpaid IHT
Transferring wealth
Pensions for children

and much more.

Click here to download your copy.

We offer a range of wealth management services. Contact Head of Wealth Management Bruce Hendry, Chartered Financial Planner Richard Libberton or Senior Financial Planner Gary Stirling if you require assistance with your personal, family and business financial planning.

Other posts you might like:

Tax Advisor Talks – property tax reporting

Keith Hunter, a specialist tax advisor at Thomson Cooper, talks about the 60-Day residential property reporting rule and when a Capital Gains Tax return is required.

Outsourced payroll – what to look for when outsourcing your payroll

Where do you start when considering outsourcing your payroll? Our guide covers the key elements you should look for in your search to find a suitable outsourced payroll provider.

Midlothian & East Lothian Chamber of Commerce Business Awards Winners 2023

We were delighted to sponsor the High Growth Business of the Year category at the Midlothian & East Lothian Chamber of Commerce Business Awards 2023 that took place recently at Eskmills Venue in Musselburgh.