Fraser Thomson- Managing Director
Fraser McPhate - Chartered Financial Planner
Mandy Graham - Adviser
Whatever your age now, professional advice can make a big difference to the quality of life you enjoy in retirement.
Planning for retirement can be complicated for the individual, mainly due to the complex rules surrounding pensions and also the huge range of providers and options open to you.
We can guide you through this complex maze to find the best solution for your circumstances.
Annuities, phased retirement or pension drawdown plans all offer different benefits depending on the circumstances you find yourself in (at retirement). Finding the right option is one of the most important decisions you will be faced with.
The period leading up to the tax year on the 5th April is one of the best times to review your taxes and finances. Download our summary of the more important year-end tax tips to help you identify areas that should be considered
Tax Planning Supplement - 2010
Budget 2010 Download our comprehensive guide to the Chancellors Budget 2010.
News for Charities
Our next charity seminar is scheduled to take place on Wednesday 3rd November in Glasgow. Further details will be posted in the Summer.
Training Workshops Our internal audit team are currently offering a programme of training workshops. Click Training Workshops for more details.
Free Meeting Room Hire through Wylie & Bisset
Companies Act Implementation Oct 2008 - An outline of the changes
Capital Allowances The New Rules
Thu 29 July
Compulsory retirement age to be retired
The government is proposing to scrap the default retirement age of 65 by October 2011.