Wren Sterling - Glasgow

16/12/2025

In 2027, IHT will pull unused pensions into estates. Our article shows the dramatic impact of this on what we could owe the Treasury

Learn how upcoming inheritance tax changes from April 2027 could affect your estate, including the impact of pensions being brought into IHT and what steps you can take now to plan effectively.

16/12/2025

Three investment lessons from 2025: AI, staying invested and inflation with Rory McPherson, our CIO:

A Magnus perspective on 2025: key investment lessons on AI, market volatility and inflation, and why diversification, staying invested and long-term thinking mattered most for investors.

07/07/2025

The mortgage market in 2025 is a rollercoaster of uncertainty — but opportunity is still out there.
Wren Sterling explores interest rate shifts, the impact of tariffs, and what borrowers coming off fixed-rate deals need to know.
Read the full article https://hubs.la/Q03vLQzg0

28/01/2025

We asked our experts what's in store for investments, mortgages, later life care and pensions. Find out more about what we're anticipating in 2025. https://hubs.la/Q034k2PK0

11/11/2024

We take data seriously. We're encouraging our clients to sign up to our secure Personal Finance Portal to protect documents and keep communication with their adviser secure. https://hubs.la/Q02j-Hkm0

31/10/2024

There’s always a lot to digest following a Budget. Which is why we publish a condensed Budget report, providing our reaction, details and updated tax tables. https://hubs.ly/Q02WqQkM0

30/10/2024

Uncertainty arrives before each Budget. And speculation. We'll be releasing our Budget report later this week to answer your questions and what the Budget means for your financial planning.

01/08/2024

The FCA has developed new labels to help investors and provide clarity and consistency about Sustainable, ESG, or ethical investing. Find out more https://hubs.la/Q02JJgHZ0

29/07/2024

Well done Steve, another great review from a satisfied client.

25/07/2024

We’ve seen a 33% increase in gifted deposits as young adults turn to their families for help with their first mortgage - with the Bank of Mum and Dad more often including Gran and Grandad too. What do we expect to see in the future for first time buyers and their families? https://hubs.la/Q02FPdVl0

18/07/2024

Just 12% of people who get divorced take financial advice. A divorce financial advisor could help ensure you don't come off worse. https://hubs.la/Q02FN_qs0

12/07/2024

Have investors lost their appetite for sustainable investments? We discuss performance and incoming standards to improve regulation of ESG ratings. https://hubs.la/Q02FN_-z0