For those of you who don’t know, Nucleus are one of our key business relationships providing an investment platform for our clients’ assets. I am lucky enough to be on the group which helps drive platform development to help improve it for advisers and clients. To cut a long story short ...

This week I would like to curate some content written by Sital Cheema-Associate Director, Client Strategy & Research EMEA at Russell Investments. She has a really interesting take on the retirement smile. Saving for retirement – so what’s to smile about? Saving for retirement is har...

We recently spoke about Inheritance Tax (IHT) at a STEP seminar where we were joined by a couple of partners from Maclay Murray Spens, discussing some interesting dos and dont’s of estate planning We recently were joined at a STEP seminar by a couple of the partners from our sometimes gue...

Power of Attorney is the subject of the next in our Guest Blog series, and comes from friends over at MacLay Murray Spens solicitors in Glasgow. As part of our regular reviews with our clients we are always at pains to highlight the importance of good legal advice, particularly around est...

I am sure by now everyone will be glad to get a wee break from the General Election. A few weeks ago I wrote an update about what is going on within the Client Team at Murphy Wealth. We are delighted to announce that Julie Spratt has now joined the team in the Administrator role. I am s...

Whatever your politics, you would have to agree that it has been one of the most exciting and intriguing campaigns of recent times. You will be glad to know I am not going to make any predictions as to the outcome (principally because it is so wide open). It would be extremely difficult ...

The Final Salary Pension has been brought to the fore again by a case we are working on at the moment has highlighted how reviewing your future plans, especially with regards to how your previous pension arrangements fit in with your plans for the future. We have a client who is looking t...

  In our role as Wealth Managers we work alongside a number of other key professionals to make sure our clients get the best advice from across the spectrum. This will range from legal, to accountancy, to property and beyond. For our first guest blog I am delighted to introduce a commen...

One of the benefits of writing this every week is I am able to highlight any key issues as they happen (almost). As the title of this week’s blog suggests, the wonderful new pension freedoms we have been banging on about for what seems like forever, have raised a few practical issues. Bo...