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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

Pension & Retirement Planning

Protection

Tax & Inheritance Planning

Financial Planning Guides

Latest News

Default Pension Fund Options

Default Pension Fund Options

You may or may not be aware that all workplace pension schemes (WPS) are required to have a default investment fund which all scheme members are initially opted into. Do you know where your pension is invested and is it in the best fund for you? Many people think of...

Market Commentary | December 2023

Market Commentary | December 2023

Firstly, we would like to start by wishing you all a Happy New Year and a prosperous 2024. In addition to your roast potatoes and presents last month, Santa also sprinkled his Christmas joy onto stock markets in December. With the exception of Japan, which was only...

Key Considerations for End of Tax Year 2023/24

Key Considerations for End of Tax Year 2023/24

If you have yet to make full use of your end of tax year allowances for 2023/24, there is still time to do so - but the deadline is looming. For current clients, your adviser can make any contributions you require in line with your current investments, however, we...

Flexible ISAs: Options for Large Purchases and Short Term Cash

Flexible ISAs: Options for Large Purchases and Short Term Cash

​How much you can earn before paying Capital Gains Tax recently changed in April 2023 when the government cut the threshold from £12,300 to £6,000. The allowance will then be cut again to £3,000 in April 2024, therefore reducing the amount of capital gains you can...

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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