Whether you’re an employee, self-employed, or managing multiple income streams, being organised and making the most of your allowances and tax-efficient opportunities can help you
Inheritance Tax (IHT) is a reality for many UK estates, and recent changes mean it’s more important than ever to review your financial arrangements. At
With countless lenders, loan types, and complex terms to navigate, finding the right mortgage deal can feel overwhelming, even at the best of times. Working
In the 2024 Autumn Budget, Chancellor Rachel Reeves laid out significant changes to how unused pension savings are treated for inheritance tax (IHT) purposes. George
From 6 April 2028, two major changes to pensions in the UK will come into effect; the normal minimum pension age (NMPA) will rise from
George Square’s Dick Durrant discusses some of the key points from the Budget 2024 with David Lane of LGT Wealth Management. *Please note that the
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