27th February 2015
Passing wealth to the next generation… Throw in the family business
If you think that passing on wealth through your family is complicated enough, try throwing in a family business as well. The issues are even more complicated when a family business is involved, with more emotional attachment tied-up in the … Continued
Read Post23rd February 2015
Lack of diversity – a risky strategy
In his latest contribution to the Press & Journal Money column, Carbon’s Investment Director, Barry O’Neill highlights the need to introduce an element of diversity to your investment portfolio. Barry rightly points to the recent slump in oil prices, and … Continued
Read Post20th February 2015
Passing wealth to the next generation…What do parents do?
What do parents do? Parents adopt different approaches, and sometimes it may make sense to adopt a different approach for each child, depending on the character of each, while yet ensuring that each child is treated fairly. Make a gesture … Continued
Read Post16th February 2015
The Voice of Rugby Dinner 2015…
Carbon Financial Partners was delighted to sponsor The Voice of Rugby Dinner in aid of The Bill McLaren Foundation at Prestonfield House Hotel in Edinburgh again last Friday Evening. This was the fifth Voice of Rugby Dinner that the foundation … Continued
Read Post13th February 2015
Double Win at the 2015 Professional Adviser Awards!
Double win for Carbon: Professional Adviser Firm of the Year for Scotland and Northern Ireland (2015) and Adviser Firm of the Year (UK) We are delighted to announce that Carbon Financial Partners has won the Professional Adviser Firm of the … Continued
Read Post6th February 2015
Passing wealth to the next generation… What are parents worrying about?
In the first of our blogs about how to pass money on to your children, financial planner Richard Wadsworth looks at what parents are worrying about. What are parents worrying about? Parents worry about a whole lot of things: children going … Continued
Read Post6th February 2015
‘It’s not about the money, money, money…’ Seven top tips for passing wealth to your children
‘It’s not about the money, money, money…’ So the song says – but is it? Seven top tips for passing wealth to your children Do you think you should give your children the financial comfort which you, perhaps, didn’t have? … Continued
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