With almost 4% of UK adults leaving an inheritance tax bill for their loved ones after passing away, careful estate planning is something we can all consider to protect our nearest and dearest when the time comes. Read our article to find out more about estate planning and how we can help you to live the life you want to live now while protecting your loved ones in the future.
Chancellor Jeremy Hunt today delivered his Autumn statement. Find out the key points from the statement at a glance here, and please do get in touch with us if you think these changes will have an affect your current financial position.
Having already covered Growth Funds and Income Funds, part four of our Investment Basics mini-series examines another type of Investment Fund: Tracker Funds. Read on to find out more about Tracker Funds and where they fit in a wider investment portfolio.
Congratulations to Sebastian Cancelliere, who after an impressive October has picked up his second Warrior of the Month award, having earned over 70% of the fan vote to take home the trophy.
Our Investment Basics mini-series is back with more information about the investment options you might consider when developing your personal financial plan. So far, this series has covered investment funds and growth funds - this time, we'll turn our attention to income funds.
Congratulations to Brian Graham, who has been voted as the Partick Thistle October Player of the Month. Read what Brian had to say when presented with the award here:
The latest edition of our Financial Wellbeing Blog is now available to read. In this month's edition, we give an update on our charity fundraising attempts in aid of Common Wheel, discuss how a Lifetime Mortgage could help considerably boost your retirement savings, and give you the chance to win a dinner, bed & breakfast stay with a bottle of champagne on arrival at The Kilberry Inn!
October ended with the Jags four points off the top of the league, and it is now time to vote for who you think deserves to be awarded the Player of the Month award; find out who has been nominated and how you can vote by reading on:
A month which saw the Warriors keep up their excellent home record and earn two bonus point wins, including keeping Benetton to a shut-out, comes to an end which means it is now time for you to vote who your October Warrior of the Month. Find out who this months nominees are and how you can vote by reading on.
McCrea Financial Services are delighted to announce that we have been named in the Citywire New Model Adviser Top 100 list for independent financial advisory firms in the UK for the second consecutive year! Read more about this award recognition and a recap of our most recent awards here:
