How do I protect my assets from inheritance tax? Step two: Update your will and estate plan A comprehensive, up-to-date will is the foundation of an effective estate planning strategy. Find out more: bit.ly/4iXNxbX

How do I protect my assets from inheritance tax? Step three: Optimise allowances and reliefs There are a number of allowances and reliefs available that you should try to maximise to reduce IHT. Read our blog to learn more: bit.ly/4iXNxbX

How do I protect my assets from inheritance tax? Step four: Consider gifting and trusts Gifting can reduce the size of your estate and setting up trusts allows you to maintain control over your assets while removing them from your taxable estate: bit.ly/4iXNxbX

How do I protect my assets from inheritance tax? Step five: Seek independent advice Everyone's circumstances are unique, so consulting a qualified financial adviser remains the best course of action when it comes to estate and IHT planning. Learn more//bit.ly/4iXNxbX

With countless lenders and loan types, finding the right mortgage deal can feel overwhelming, even at the best of times. In our latest series, the George Square team explains some of the benefits of using an independent mortgage broker: bit.ly/3Qj1xRv

From 6 April 2028 the normal minimum pension age (NMPA) will rise from 55 to 57, and the State Pension Age will increase from 66 to 67. In the blog below, we provide an overview of what’s changing and what it might mean for your retirement plans: bit.ly/41ly3ZY

The benefits of using an independent mortgage broker Benefit one: Access to more mortgage products One of the biggest advantages of using an independent mortgage broker is that they have access to a wider range of products. Learn more here: bit.ly/3Qj1xRv

Starting from 6 April 2027, unused pension funds could form part of your estate and be subject to IHT – a departure from the current tax-free treatment for beneficiaries. Learn more about this and the importance of financial planning in our latest blog: bit.ly/4hjcMoW

Whether you are already retired, or you are approaching retirement and know that you need to sharpen up your financial arrangements, our specialist later life planning advisers can help you get your financial affairs into shape. Learn more here: bit.ly/3RZyFi3

At George Square, our investment portfolios aim to deliver the best return for a client’s chosen risk level. This approach is designed to increase the probability of achieving long-term financial objectives while managing potential losses. Read more: bit.ly/4jgqCZ3

We’ve recently welcomed some new followers, so we thought it would be a great time to introduce - and remind our existing clients about - the personal financial services we offer at George Square, in case there’s any way we can support you. bit.ly/3tjodss

Have you accumulated multiple pension pots with different providers? Are you struggling to manage them all? If so, then consolidating them into one easy to manage place may be the best way forwards. Visit our website to learn more about how we can help: bit.ly/3HsK5Zj

The benefits of using an independent mortgage broker Benefit three: Saving time and hassle Visit our website for more information on how an independent mortgage broker can save you time//bit.ly/3Qj1xRv

At George Square Financial Management, our investment portfolios are constructed to deliver the best return for a client’s chosen risk level. Learn more about the importance of portfolio diversification in our latest blog: bit.ly/4jgqCZ3

Our independent mortgage advisers at George Square Financial Management can take away some of the pressure involved in buying your first home and help you secure a mortgage that’s right for you. Visit our website to find out more: bit.ly/43inZS4

There are many practical steps you can take to protect your assets from inheritance tax (IHT). To learn more about how to minimise your tax liabilities, read our blog here: bit.ly/4iXNxbX

The benefits of using an independent mortgage broker Benefit four: avoiding pitfalls and costly mistakes Find out more about how we can help you to avoid common pitfalls in our blog: bit.ly/3Qj1xRv

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. In our blog we explore why withdrawing a lump sum, while tempting, may not be the best option for everyone: bit.ly/483FZAn

Our financial advisers can review your existing employee benefits arrangements and propose a range of relevant options that align with your business objectives, add value for your employees and enhance your reputation as an employer. Learn more: bit.ly/4kfFXKX

The benefits of using an independent mortgage broker Benefit five: It's cost-effective Read the full blog on our website to see all five benefits of using an independent mortgage broker: bit.ly/3Qj1xRv