a

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

Gift Wisely: Tax-Smart Financial Support for Family

Gift Wisely: Tax-Smart Financial Support for Family

During the cost-of-living crisis and similarly difficult situations, helping a family member out financially can be a generous and supportive gesture. However, there are many rules to consider beforehand to ensure that you are not impacting your standard of living and...

How to Calculate Your Income Requirements for Retirement

How to Calculate Your Income Requirements for Retirement

When planning for retirement, it is important to have a clear savings goal by calculating how much income you will need to sustain your lifestyle at retirement. The transition from working to retirement is a significant change to adjust to. Most significantly, your...

The Upcoming Autumn Budget 2024

The Upcoming Autumn Budget 2024

Since Labour’s recent win in the 2024 UK General Election and the speech made by the Prime Minister yesterday, there has been much speculation ahead of the new Chancellor of the Exchequer’s first Autumn Budget Statement which will be delivered on 30th October,...

Market Update | July 2024

Market Update | July 2024

In this market update, Integrity365 Independent Financial Adviser, Douglas Sims, looks back on key activity over the last month. After much anticipation for this year's busy political calendar, July emerged as an encouraging month for investors, following the UK...

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.

To view our privacy notice, please click here.