A Carbon Financial Partners team led the field to claim the honours at the annual Bill McLaren Foundation Golf Day held at sun-kissed Blairgowrie Golf Club. The Foundation established to support grassroots rugby and other sports in memory of the … Continued

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RICHIE Ramsay has long forgotten how many golf courses he has played around the world as an amateur and long-time member of the European Tour. We invited him to list his top three favourites. It was a tough task but … Continued

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Interest in ethical investing has grown significantly over the last few years. Ethical investors want to see a good financial return, but they also want to invest in a way that, in some small way, helps to make the world … Continued

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BLAIRGOWRIE Golf Club hosted a new, high profile junior golf tournament on the Scottish calendar. The team at Carbon Financial Partners were delighted to play our part in the success of the inaugural event. The three-day “Barrie Douglas Scottish Junior … Continued

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Let’s face it, bonds are a pretty boring asset class. The stock market is far more exciting. It’s where the biggest returns are found and the real money is made. It’s also what the financial media tends to focus on. … Continued

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Having someone challenge what we say can be an uncomfortable experience. But sometimes it’s exactly what we need. Working with a financial planner is a good example. Financial planners are not there just to carry out your instructions; it’s their … Continued

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  “You’re dealing with a lot of silly people in the marketplace; it’s like a great big casino and everyone else is boozing. If you can stick with Pepsi, you should be OK.” – Warren Buffett Sage advice from the … Continued

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Mike and Karen, both in their late 60s, are retired hoteliers who find themselves in the fortunate position of having accumulated an estate of around £2.25m. They are concerned that, if they were both to die, Inheritance Tax (IHT) of … Continued

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In February, the Scottish government rubber-stamped proposals for a radical shake up to Scottish rates of income tax. One of the largest groups affected is the 800,000+ Scots who, from April 2018, will pay income tax at a new intermediate … Continued

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First announced by George Osborne in the Summer 2015 budget, and rolled out from April 2017, the Residence Nil Rate Band (RNRB) is an additional ‘allowance’ that can be set against your main residence to reduce the potential Inheritance Tax … Continued

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