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A Well-Earned Retirement After 31 Years of Service

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

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

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

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...

The Pension Planning Cycle: From Young Professionals to Retirement

The Pension Planning Cycle: From Young Professionals to Retirement

Your circumstances when you were first enrolled into a workplace pension scheme, compared to what your life may look like when you actually reach retirement age, are likely to be extremely different. Your income, attitude to investment risk, living costs, and your...

Market Update | October 2024

Market Update | October 2024

October unfolded against a backdrop of significant political anxiety and anticipation as investors awaited Labour’s Autumn Budget announcement on the 31st, as well as the impending results of the US presidential election. This charged atmosphere was mirrored in market...

The Autumn Statement 2024: Your Summary Guide

The Autumn Statement 2024: Your Summary Guide

In this update, MacDonald Partnership and Integrity365 CEO, Matt Goy, discusses some of the key points within the 2024 Autumn Budget statement for clients to pay particular attention to which could impact financial planning arrangements. Yesterday afternoon,...

Hiring in Inverness: Paraplanner

Hiring in Inverness: Paraplanner

An excellent job opportunity has arisen within MacDonald Partnership for a talented Paraplanner to join the team in our Inverness office. The role: We are currently looking to expand our team of office-based paraplanners to support our Independent Financial Advisers....

Market Update | September 2024

Market Update | September 2024

In this market update, Integrity365 Independent Financial Adviser, Douglas Sims, looks back on key activity over the last month. September was a relatively quiet month for stock markets in comparison to the previous few months and even years. Although valuations...

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,...