How to prepare for a meeting with a financial adviser
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
October 7, 2025
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
No matter your financial situation, working out what your money is doing for you now and where it might come from in the future can
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
Back to school season is well and truly underway, and for many parents, September is often a time to contemplate about the years to come.
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
Having a cash savings account may seem like a safe and sensible choice, but inflation generally rises faster than interest rates over the long term.