Macfarlane Wealth Partners

Happy new year 🥳 2024 is going to be a beauty!

Join us today! Register to our Lunch and Learn Webinar, an insight into Tax planning.

Best part is that its Free!

Live Webinar | The Top Tax Planning Strategies | LinkedIn Presenting: The Top Tax Planning Strategies Date: Thursday 1st June Time: 13:00 - 13:30pm Speaker: Waqas Nawaz Join Waqas Nawaz, Partner of Macfarlane Wealth Partners for a lively and engaging webinar on Tax Planning The webinar sessions are open to all, please kindly share with family, friends, and...

Join us today! Don't miss out on this incredible opportunity to discover the secrets of a secure retirement. Register Now!

Live Webinar | Your Ultimate Pension guide | LinkedIn Presenting: Your Ultimate Pension Guide Date: Thursday 1st June Time: 12:30 - 13:00pm Speaker: Martin Snow Join Martin Snow, Partner of Macfarlane Wealth Partners for a lively and engaging webinar on planning for retirement. During this session you will learn: - The (Retirement) facts of life - Pill...

Fridays with Macfarlane Wealth Partners. Get to know the team!

Macfarlane Wealth Partners is an established wealth management company, with the aim to be a world class global practice. That being said, we have plenty of individuals to introduce, and we're excited to bring you along on this journey. For now, here are some facts and information about our business.

Younger generations are planning for a retirement that mixes work and pleasure, using a range of assets accumulated during their working lives, says Tony Clark, Senior Propositions Manager at St. James’s Place.

How retirement has changed Younger generations are planning for a retirement that mixes work and pleasure, using a range of assets accumulated during their working lives, says Tony Clark, Senior Propositions Manager at St. James’s Place

Feeling in control of our finances delivers big benefits at many levels.

The benefits of a financially healthy nation Feeling in control of our finances delivers big benefits at many levels

Our investment beliefs provide the foundation on which we make our decisions. We look at them as our North Star, and use them to ensure clarity, discipline and consistency in our decision-making.

The importance of our investment beliefs

Soaring inflation is hitting many companies hard, but there are ways to mitigate its effects.

Five ways to stop inflation halting your business growth

If you’re splitting up with your spouse or civil partner, it’s important to consider the tax implications when you’re dividing your assets.

Thinking about tax around a divorce If you’re splitting up with your spouse or civil partner, it’s important to consider the tax implications when you’re dividing your assets

Considering new risks and opportunities can help investment decisions.

Why responsible investing is an important investment belief when times are tough Considering new risks and opportunities can help investment decisions

National Insurance contributions have risen to raise funds for the struggling social-care system, which could have a significant impact on women.

What do extra NI contributions mean for women? National Insurance contributions have risen to raise funds for the struggling social-care system, which could have a significant impact on women

If you’re in vulnerable circumstances, seeking guidance from a financial adviser can help you manage your money and restore your financial wellbeing.

Understanding vulnerability If you’re in vulnerable circumstances, seeking guidance from a financial adviser can help you manage your money and restore your financial wellbeing

Should you stick, sell, or buy after a crash? Duncan Lamont, Schroders’ Head of Research and Analytics, looks to 148 years of stock market history for potential answers.

Downturns this deep can take a long time to recover from, financially and mentally

With the pandemic fading and markets and potential customers opening up again, now could be the time to start growing your business. But what happens when a company expands too fast?

The risks of growing your business too quickly

Thinking of selling? We look at how assets are taxed – and how you can ensure you don’t pay a bigger bill than you need to.

How splitting assets with your other half can reduce Capital Gains Tax

In the face of short-term volatility, disciplined research and decision making are more important than ever.

Disciplined research and decision-making in the face of market volatility In the face of short-term volatility, disciplined research and decision making are more important than ever

Why isolated elderly people are more likely to be victims of fraud – and how to keep them safe.

How loneliness can contribute to financial scams Why isolated elderly people are more likely to be victims of fraud – and how to keep them safe

With life expectancy much higher than it used to be, it’s vital to put a savings plan in place for your future – no matter what your age.

How late is too late to start saving for retirement? With life expectancy much higher than it used to be, it’s vital to put a savings plan in place for your future – no matter what your age

Whenever you invest your money, you are always taking on an element of risk.

The importance of understanding and minimising risk as an investment belief

As the cost-of-living crisis takes hold, financial advice can help you keep your plans on track and give you peace of mind.

How to maintain your mental wellbeing as financial stresses bite

Recognising the achievements of women in financial services.

Announcing 2022 Women in Financial Advice Award Winners