The Renters’ Rights Act introduces the biggest reforms to private renting in a generation. Below, George Square shares a practical overview, including the implications for
As part of our commitment to keeping clients informed, George Square Financial Management shares regular mortgage updates. Our expert mortgage advisers offer regular insights on
In the Autumn Budget 2025, Chancellor Rachel Reeves introduced several measures that will influence how many people save and plan for the future. In this
George Square Financial Management shares what could be announced in this year’s Autumn Budget and highlights the areas we’ll be watching most closely. *Please note:
Many people have long viewed pensions as outside the scope of IHT planning. But changes announced in the 2024 Budget mean that defined contribution pensions
In this guide, George Square outlines what you can expect when meeting with a financial adviser for the first time, how to best prepare, and
The expert financial advisers at George Square explore what mortgage protection insurance is, the different types available in the UK, and the key factors to
Witht the number of people being diagnosed with long-term health conditions on the rise, having an insurance policy in place is more important than ever before.
In this blog, George Square outlines how a trust fund works and some of the reasons it may be worth considering. Understanding the purpose of
A common query from investors is why investment portfolios contain a mixture of assets, including those that have underperformed relative to others. While it may
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
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
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
We’re delighted to have started the new year by welcoming two new faces to the George Square team. Sophie Nicholls has joined the George Square
George Square Financial Management shares the benefits and potential drawbacks of pension consolidation and provides an overview of the “pot for life” pension reforms announced
Most people in the UK do not have any type of financial protection. While there may be a good reason for some, in others it’s
The main reason to write a will is to ensure your wishes are carried out after you die, but did you know it could help
First-time buyers and movers are increasingly opting for so-called ‘marathon mortgages’ in an effort to bridge the gap between rising living costs and still-high asking
The 4th October 2023 marks World Financial Planning Day, which aims to showcase the benefits of financial planning, from the monetary gains to improved wellbeing.
We’d like to wish a warm welcome to Daniel Taylor and Sophie Marshall, who have joined the George Square team during this ongoing period of
We are deeply saddened to share the news that our much loved and well-respected mortgage adviser, Paul Bovey, has passed away. Paul joined George Square
George Square Financial Management has acquired independent financial advice firm Taylor McGill in the latest stage of our ambitious corporate expansion plans. The deal will
Research suggests many families aren’t aware of life insurance policies their loved ones have taken out, and this could mean the money goes unpaid at
George Square shares an overview of the key pension changes announced in the Spring Budget 2023, several of which came into force on 6 April
We are pleased to welcome experienced independent financial adviser, Karl Davies, to the team to help meet growing demand for our impartial financial planning advice
George Square shares an overview of salary sacrifice and highlights why businesses should prioritise having a good employee benefits package in place. What is salary
Good pension planning will help to ensure your future income will allow you to sustain your desired lifestyle.
Good pension planning will help to ensure your future income will allow you to sustain your desired lifestyle.