Buchanan Financial Planning Ltd

Are you up to date on the important changes to ISA'S/Pensions and Capital Gains Taxes ?

Here is a short summary, if you need any further clarification, feel free to contact us....

What’s changing and what’s not – your new tax year checklist In a welcome move in his Spring budget, Chancellor Jeremy Hunt cut employee National Insurance Contributions for the second time this year. But with tax thresholds frozen, many people find themselves slipping into a higher tax band – and paying more tax.

American Markets hit a small bump in the road, whilst Europe,China and the UK post some positive figures

WeekWatch - 18/03/2024 WeekWatch - 18/03/2024

Market Update

WeekWatch 11/03/2024 In its current form, the Chinese pension system is predicted to run out of money by 2035. The country’s population dropped by three million last year. China’s demographic timebomb of a shrinking and ageing population, driven by its past policies – including the one-child policy – and a growi...

Markets hit new highs as AI growth continues....

WeekWatch - 26/02/2024 WeekWatch - 26/02/2024

It’s often said that economic figures and stock market performance don’t always line up.

Last week, the UK provided a good example of this.!

WeekWatch - 19/02/2024 WeekWatch - 19/02/2024

Tech stocks continue to drive growth. Last week it was the turn of Meta and Amazon to make the news. Meta, in particular, received a lot of attention after it reported a large growth in its fourth quarter profits and the intention to pay its first ever dividend. The combination helped the company grow 20% over the week.

WeekWatch - 05/02/2024 Last week saw a familiar pattern for those that have been following markets over the last year. Interest rates remained high, and large technology companies increased in value.

How much could you sell your business for?..

You’ll need to ensure you do everything you can to obtain the best possible price for it..!

The price is right: how much could you sell your business for? The price is right: how much could you sell your business for?

Some days you can’t imagine ever retiring. Other days, it can’t come soon enough. But there will be a day when you want to put work behind you. And a rewarding, comfortable retirement is something that takes careful financial planning.

Boosting your pension pot before tax year-end

carpe diem people…carpe diem !!!

Me to ..👍👍👍

Always good to get some positive feedback, another great review left by another happy client.

Scott Buchanan, Financial Adviser in Glasgow - Read Client Reviews Read what clients have written about Scott Buchanan of Buchanan Financial Planning Ltd - One of our Financial Advisers in Glasgow

Another great review from a happy client, you can view all my reviews here :
https://www.vouchedfor.co.uk/financial-advisor-ifa/glasgow/03459-scott-buchanan

Scott Buchanan, Financial Adviser in Glasgow - Read Client Reviews Read what clients have written about Scott Buchanan of Buchanan Financial Planning - One of our Financial Advisers in Glasgow

Are you approaching retirement and unsure of your income options?

Join us for our webinar "The Value of advice - securing retirement on your terms"! Our expert speakers, Simon Martin and Claire Trott, will delve into the importance of pension funding for a comfortable retirement and explore various income options available for those in decumulation. Discover tax-efficient income options from both trusts and personally owned investments and take a closer look at income planning from non-pension assets. Don't miss out on this valuable opportunity to secure your retirement on your own terms.

Register here:

https://sjp-co-uk.zoom.us/webinar/register/4016780960253/WN_yXL_EFprRaW4LYf5z2T5Yg

Some more positive feedback from a client, who needed some pension planning advice.

You can view me Vouched for page and other reviews here
https://www.vouchedfor.co.uk/financial-advisor-ifa/glasgow/03459-scott-buchanan

Scott Buchanan, Financial Adviser in Glasgow - Read Client Reviews Read what clients have written about Scott Buchanan of Buchanan Financial Planning - One of our Financial Advisers in Glasgow

When your personal referrals and Vouchedfor gets some serious traction….…🚀🚀🚀

More excellent press on the services and benefits we provide for our clients.

Achieve your financial goals with St. James’s Place | MoneyWeek If you want 2023 to be the year you improve your financial position and help grow your money, then St. James’s Place can support.

Retiring early. It sounds a great idea. There are two questions to consider. Do you know what you want to do when you’re retired? And will you be able to afford to retire...??

cloud.comms.sjpp.co.uk The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of whi...

Cash ISAs are certainly convenient – your money is easily accessible, so you have funds on hand in the event of an emergency, and it’s sheltered from tax, however are currently losing value in real terms after inflation is taken into account.

To ensure your savings are working as hard as they can for you now and in the future, get in touch.

How to make the most of ISA tax benefits How to make the most of ISA tax benefits

Not too shabby 👍👍👍

The City of Perth looking stunning at night 😍🎄. If you're on Instagram then make sure to follow me over there (I'm only a couple of followers away from reaching a wee milestone so go on go on go on ☕). I'm also on twitter, YouTube, and down with the kids on the old Tik Tok too. All under the Scotdrone name 😊