Independent Financial Advisers based in Scotland.
Inverness - Arbroath - Scotlan
Joined July 2023
- Tweets19
- Following3
- Followers1
- Likes6
MacDonald Partnership retweeted
Proposed changes to Agricultural & Business Property Relief could push many farms into taxable territory.
South East Adviser of the Year Nicola Glass discusses in our recent article: integrity365.co.uk/smaller-f…
#financialadviceforfarmers #farming #IHT #agriculture
MacDonald Partnership retweeted
How inheritance tax changes could hit the equestrian industry as well as farmers trib.al/phstyEr
MacDonald Partnership retweeted
What could the proposed changes of the Autumn Budget mean for the equestrian industry?
Integrity365's Nicola Glass spoke with @horseandhound to discuss:
horseandhound.co.uk/news/how…
#agriculturalpropertyrelief #businesspropertyrelief #horseandhound #equestrian
Merry Christmas from the MacDonald Partnership team!
We hope you have a fantastic time this festive season, and wish you all the best for the New Year!
Please note that our offices will be closed from 12:30 PM on Tues 24th Dec, reopening at 9:00 AM on Thursday 2nd Jan 2025.
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5 Key Considerations When Choosing Your Nominated Beneficiaries...
macdonaldpartnership.co.uk/5…
#estateplanning #ifa #financialplanning #financialadvice #inheritance
Due to the expansion of our Inverness team, we are looking to hire a talented Financial Planning Administrator.
Read more at macdonaldpartnership.co.uk/h…
#financejobs #recruitment #invernessjobs #scotlandjobs #hiring #financiaplanningjobs
MacDonald Partnership retweeted
"What happens if I don't have a will?"
In our latest article, Andrea Davis Dip PFS tackles the tough topic, exploring the consequences of not having a will in place, and how it can impact your loved ones when you are gone.
integrity365.co.uk/what-happ…
Looking to better understand and optimise your pension savings?
Download our guide to Managing Your Pension Savings at: macdonaldpartnership.co.uk/w…
#pensions #ifa #financialplanning
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"What happens to my workplace pension when I leave my job?"
Read more at: macdonaldpartnership.co.uk/t…
#workplacepensions #newjob #careerchange #opentowork #pensionplanning #pensionadvice #ifa
Congratulations to our colleagues at @Integrity365_
✨ The Financial Finalists are: Beewise FS, C&C Commercial Finance, Evans Entwistle Chartered Accountants & Tax Advisors, @hartsfieldgroup, @integrity365_ and @ovationbristol
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Our colleagues at Integrity365, Sophie Haslehurst and Deborah Packer, have been discussing 'Tax Year Trends' in the latest @Integrity365_ Financial Insights Podcast episode:
youtu.be/epUZ2q9kzgw?si=Mkl7…
#taxplanning #ifa #financialadvisers #independentfinancialadvice
The end of tax year deadline is fast approaching - so what should you be thinking about before 5th April 2024?
macdonaldpartnership.co.uk/k…
#financialplanning #ifa #independentfinancialadviser #scottishbusiness #wealthmanagement #isa #pensions
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MacDonald Partnership retweeted
One week to go! Join us at 6pm next Wednesday for a LIVE investment market update in conjunction with @JamesHambro
Register via the event page below: linkedin.com/events/investme…
#marketupdate #financeuk #economy #ukfinance #financialadvice #investment #financialplanning
Read our guide to the Autumn Statement 2023 at:
mcusercontent.com/2d04fd1b8b…
#autumnstatement #autumnstatement2023 #financenews #ifa #financialplanning #wealthmanagement
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The higher #interestrates we are currently seeing would usually indicate higher annuity rates as a result, meaning you could potentially get more for your money during this period of higher interest, depending on your circumstances.
For any advice on annuities, get in touch!
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Do you know...
a) Where your #pensions are held?
b) How to access them?
c) How much they are worth?
For additional support in #pensionrtracing, our advisers would be happy to help. Get in touch on 01463 242242.
#pensionplanning #pensionawarenessweek #ifa #financialplanning
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MacDonald Partnership and @integrity365_ are #hiring in Scotland.
To find out more about the exciting opportunities within Integrity365 and MacDonald Partnership, please do not hesitate to get in touch at communications@integrity365.co.uk
#hiringinscotland #scottishjobs #ifa
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MacDonald Partnership retweeted
Integrity365 are delighted to announce the #acquisition of two long-established Scottish #IFA firms, @MacDPartnership and Hart Wealth.
Read more: integrity365.co.uk/ifa-firm-…
#financenews #scottishnews #financialplanning #wealthmanagement #financialservices #mergersandacquisitions