News Articles

Autumn Statement 2023

27 Nov 2023

Jeremy Hunt's Autumn Statement - how will this affect you?

Could the Lifetime Allowance Come Back?

17 Nov 2023

In his March 2023 Budget, the Chancellor announced plans to abolish the Lifetime Allowance (LTA), a lifetime limit on the cumulative amount of pension savings which can be drawn without incurring an additional tax charge. Within hours of the announcement, the Labour party said that it opposed this measure and would reverse it if it were to win the next General Election.

Coffee and Collaboration

10 Nov 2023

Director of Wealth Professional, Douglas Mitchell, popped along to AEGON’s offices at the Gyle recently, for some ‘coffee & collaboration’.

Who is Luke Crosbie’s ‘Phone a friend’?

04 Sep 2023

Luke popped into Wealth Professional’s offices last week to say Bon Voyage which gave the team an opportunity to wish him the very best of luck! We also grabbed a coffee and croissant and Douglas & Abbie put together a quick Q&A we can share with you. It all kicks off on Friday so here’s to a great men’s RWC for Scotland and the home Nations.