George Square’s expert independent financial advisers provide updated insights into common questions about inheritance tax (IHT), including recent changes to how pensions will be treated
George Square Financial Management is excited to announce that we have secured a strategic investment from Söderberg & Partners, resulting in the sale of a 30% minority
As you approach your 55th birthday, rising to 57 by 2028, you may become eligible to access your pension, including a 25% tax-free lump sum.
Being self-employed offers many advantages, but you may miss out on benefits worth thousands of pounds compared to your traditionally employed counterparts. Our expert advisers
No matter how financially savvy you are, scammers are often convincingly professional, with credible looking websites, testimonials and materials that are hard to distinguish from
As retirement approaches, one of the biggest concerns for many is ensuring they have enough savings to retire comfortably. But how do you determine what
The British ISA, announced in the Spring Budget, is now expected to be delayed until after the general election, most likely becoming available in April
George Square has access to a lender that has just launched a new £5k mortgage product that will allow first-time buyers to pay a minimum
Big changes are on the horizon for pensions. From 6 April 2024, the Lifetime Allowance will be scrapped entirely, making way for fresh rules. George
It may feel like 2024 has just arrived, but now is an excellent time to start planning ahead for the tax year-end so you can
