One of the many reasons for indexing is that it eliminates, at a stroke, one of the biggest risks that active investors face, namely manager risk. We’ve explained many times how the odds of beating the market through active fund … Continued

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CARBON European Tour ambassador Richie Ramsay dug deep and tapped into every ounce of his experience to sign off the regular season on a high in Spain. With the all-important Tour card on the line, the Edinburgh-based professional clawed his … Continued

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We certainly live in interesting times. At the time of writing, nobody knows what’s happening with Brexit. Will a deal be reached to prevent a disorderly exit? Either way, what will be the impact on the UK and European economies? … Continued

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THREE times European Tour winner Richie Ramsay thrilled young members at Blairgowrie Golf Club. Carbon Financial enjoys a corporate partnership with Blairgowrie Golf Club and our Tour ambassador was taking a break from the build-up to the Dunhill Links Championship. … Continued

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In our final blog offering ‘top tips’ for clients looking to pass money on to their children, we finish with tips 6 and 7:   ‘Bring the kids to the meeting’ and ‘It’s not about the money’. Top Tip 6 … Continued

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Following on from our last blog which featured ‘top tips’ numbers 2 and 3 for clients looking to pass money on to their children, we continue today with tips 4 and 5, ‘Don’t give cash’ and ‘The gift of giving’. … Continued

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Following on from yesterday’s blog which featured our first ‘top tip’ for clients looking to pass money on to their children, today we continue with tips numbers 2 and 3: Top Tip 2 –  Practice makes perfect Give children some … Continued

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Continuing our feature on how to pass on wealth to your children we look at some of the options available to you. Here are some thoughts drawn from my own experience and the experience of others who have researched this … Continued

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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

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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 A common approach is … Continued

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