Keith Roseburgh Financial

Keith Roseburgh Financial Financial planning for every stage of life in Edinburgh, Dalkeith and the Lothians.

I give my clients an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

Sir David Attenborough is a longtime protector of and advocate for our planet's wildlife, and even in older age, he main...
14/07/2026

Sir David Attenborough is a longtime protector of and advocate for our planet's wildlife, and even in older age, he maintains a profound passion for nature and a drive to change the world for the better.

Over the years, he has imparted his wisdom, worldviews, and personal philosophy through our radios and television screens.

Inspired by his own words, read our blog, linked below, to discover 5 lessons you can learn from David Attenborough on how to live a more rewarding, longer life.

https://keithroseburgh.co.uk/5-life-lessons-from-sir-david-attenborough/

Inflation can reduce what your retirement income is really worth over time.While the State Pension triple lock helps you...
09/07/2026

Inflation can reduce what your retirement income is really worth over time.

While the State Pension triple lock helps your State Pension keep pace with rising costs, you may also need to think about how inflation could affect your personal pension wealth.

To discover how the triple lock works and 2 ways you might manage inflation in retirement, click the link below.

https://keithroseburgh.co.uk/why-the-state-pension-triple-lock-matters-for-retirees/

5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax:1. Will your estate be liable for...
07/07/2026

5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax:

1. Will your estate be liable for Inheritance Tax?
2. Would the withdrawal be subject to Income Tax?
3. How do you intend to use the money?
4. How might a large withdrawal affect your long-term income?
5. Are there other strategies you could use to reduce Inheritance Tax on your pension?

Read our blog, linked below, to learn more.

https://keithroseburgh.co.uk/5-questions-to-answer-before-you-withdraw-a-pension-lump-sum-to-reduce-inheritance-tax/

Is uncertainty discouraging you from investing?According to an article from Financial Planning Today, 23% of Brits are m...
02/07/2026

Is uncertainty discouraging you from investing?

According to an article from Financial Planning Today, 23% of Brits are more likely to choose a cash account over an investment account than they were previously, due to political and economic uncertainty.

However, this could be harming your ability to reach your long-term goals.

To discover how you could overcome your fear of investment uncertainty, click the link below.

https://keithroseburgh.co.uk/5-tips-for-overcoming-the-fear-of-investment-uncertainty/

1 in 5 adults - the equivalent of 11 million people - are helping others handle financial accounts online, according to ...
30/06/2026

1 in 5 adults - the equivalent of 11 million people - are helping others handle financial accounts online, according to Lloyds's 2024 Consumer Digital Index.

However, only 21% of people supporting loved ones with their digital finances have a formal agreement, such as a Lasting Power of Attorney.

To learn more about the importance of having a Lasting Power of Attorney and the risks of accessing your loved ones' accounts without one, click the link below.

https://keithroseburgh.co.uk/are-you-supporting-a-loved-one-you-might-need-a-lasting-power-of-attorney-to-act/

Inheritance Tax is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax l...
29/06/2026

Inheritance Tax is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability.

As your estate grows, a larger portion could exceed the nil-rate band and become subject to Inheritance Tax.

What's more, once your estate reaches £2 million, your tax-efficient allowance can start to reduce, exposing more of your wealth to Inheritance Tax.

Read our blog, linked below, to learn how the value of your estate could affect the amount you can leave behind tax-efficiently.

https://keithroseburgh.co.uk/how-the-value-of-your-estate-affects-a-key-inheritance-tax-allowance/

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Dalkeith
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