At Tweed Wealth Management, I use my experience as a former professional rugby player to help fellow athletes navigate their financial futures. I understand the challenges of a short playing career, and how important it is to plan ahead. Just like in rugby, clear communication and commitment are key, and I bring that same focus to supporting clients. If you’re looking to secure your financial future, let’s have a conversation.
Insights
Business owners – could new pension and IHT rules affect your succession plans?
At a glance From 6 April 2027, most unused pension funds and pension death benefits will form part of an individual’s estate for IHT purposes. Business owners considering a sale or holding commercial property and other assets through a pension may face succession-planning considerations. Reviewing pension, business exit and estate plans together can help owners […]
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Edinburgh
Head Office
Verdant Building, 2 Redheughs Rigg,
Edinburgh ,
EH12 9DQ
T: 0131 510 8610
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Inverness
7 Connel Court, Ardconnel Street,
Inverness,
IV2 3EY
T: 01463 221 221
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Inverness
Third Floor, Suite 3A1, Metropolitan House, 31-33 High Street,
Inverness,
IV1 1HT
T: 01463 258058
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London
Number 33,
St. James's Square
London,
SW1Y 4JS
T: 0131 510 8610
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Email us: [email protected]