News

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Investing your money wisely is more than just pursuing returns - it's also about leveraging tax allowances to make the most of it. Individual Savings Accounts, known as ISAs, remain popular thanks to their simplicity and flexibility; however, are you fully aware of their range of benefits and financial planning applications?

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Our February Financial Wellbeing Newsletter is now available; in this edition, we welcome a new member to the McCrea team, examine how whole-of-live cover can be an invaluable part of your estate plan, and here’s your chance to win tickets to Scotland vs Wales at Scottish Gas Murrayfield!

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We are delighted to reveal that our 13th Annual Charity Race Night raised £7,874 for our charity partners, Revive MS Support and Glasgow Children's Hospital Charity! A massive thanks to everyone who came along to Hillhead Sports Club to support our fundraising on the night, especially those who donated prizes for the auction and raffle, bid for prizes in the auction, and bought horses in the hugely anticipated auction race.

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A huge congratulations to Partick Thistle hall-of-famer Stuart Bannigan, who has been voted the McCrea Financial Services Player of the Month award for the third successive month! Read what Stuart had to say, and which charity he picked for the monthly charity donation by reading on.

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Planning your estate is challenging at the best of times and knowing how to mitigate your liabilities while ensuring your loved ones are cared for takes proper planning and the right tools. One such tool that is receiving attention is whole-of-life cover. In addition to being a standard life insurance product, it offers unique benefits that can help individuals protect their legacies while addressing Inheritance Tax (IHT) concerns.

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The start of a new year is the perfect opportunity to take a step back and thoroughly reassess your financial situation. It's a natural time to evaluate and reshape your saving habits, which is particularly important whether you're building an emergency fund, planning for retirement or investing in long-term growth. This proactive approach clarifies your current financial standing and sets the foundation for a more secure and prosperous future.