Wren Sterling - Glasgow

01/10/2026

An idea now increasingly held up as an answer to fixing public finances is a Wealth Tax. Gary Stevenson, political commentator, argues that the concentration of wealth is stifling the ambitions of generations of young people. There is some support for a Wealth Tax among Minsters – but is it likely?
Read more in our article at (https://hubs.la/Q04yy8v90)

Concerned about the possible Wealth Tax? Talk to us about your Financial Planning.

30/09/2026

Our latest article looks at four common mistakes people make in the run-up to a Budget - and why acting too soon can leave you worse off:

📉 Selling now to deal with Capital Gains Tax changes
🏠 Rushing IHT planning without Financial Advice
💰 Taking tax-free cash early "just in case"
💵 Hoarding cash instead of staying invested

Speculation will always exist ahead of a Budget - but decisions made in a panic rarely pay off. Speak to your Financial Planner before you act.
Read the full article: https://hubs.la/Q04yy8tL0

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.