About Us
Our team here at MacDonald Partnership hold a wealth of experience and are dedicated to delivering practical and professional independent financial advice to individuals, families, businesses and trusts across Scotland.
The business was established in Inverness in 1978 by Ian MacDonald, and is now run by his son, Ross MacDonald. Ross has been in the industry for over 25 years, giving him an extensive knowledge and experience in providing independent financial advice.
Services

Wealth Management

Pensions & Retirement

Protection

Tax & Inheritance Planning

Financial Planning Guides

Wealth Management

Pension & Retirement Planning

Protection

Tax & Inheritance Planning

Financial Planning Guides
Latest News

A Well-Earned Retirement After 31 Years of Service
This week has been an emotional one as, after 31 years of service, we say goodbye to a valued member of the Macdonald Partnership team – Anne Robertson. After assisting clients with their own financial plans and retirement goals over the years, Anne is leaving us to...

Independent Financial Advice for Scottish Farmers
Starting from 6th April 2026, Agricultural Property Relief and Business Property Relief are expected to be capped at a combined value of £1 million. Any value exceeding this threshold may be subject to a 20% inheritance tax. Whilst individuals can also benefit from...

Market Update | December
Stock markets in December felt as if they were readjusting for the year ahead rather than celebrating the previous 11 months. Whilst, sadly, we did not witness the annual ‘Santa Rally’ we usually experience in the month of Christmas, 2024 as a whole was a strong year...

Christmas at MacDonald Partnership 2024
We would like to wish you and your family a very Merry Christmas and a happy and healthy New Year. Thank you for being part of the MacDonald Partnership family; we are excited to continue supporting you throughout 2024 and beyond. This year our offices will be closed...
Contact Us
Please do not hesitate to get in touch for any questions or financial planning requirements you may have using the following contact form. Once submitted, a member of our team will get back to you as soon as possible to assist with your enquiry.
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