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Home - Financial planning

Insights | Financial planning

Navigating the changing terrain of Capital Gains Tax

Any gain above the CGT allowance is charged at the rate of either 10% or 18% for basic rate taxpayers, and 20% or 28% for higher or additional rate...

  • 15 January 2024
  • | Jamie Brown
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Insights | Financial planning

CEO and investment market update

What a year it’s been! Rising interest rates, rising cost of living, rising taxation and volatility across the global financial markets drive...

  • 5 May 2023
  • | Graham Clark
  • | Dale Smith
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Podcasts | Financial planning

Understanding your financial lifecycle

Can I afford to stop working? Will my kids have financial security during my retirement? How much should I be saving this month?

If you’ve e...

  • 16 August 2021
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Insights | Financial planning

New year new you

The new tax year has arrived. We’ve welcomed 2021/22 and a Budget that brought very little changes to the tax landscape.

Being aware of any ...

  • 22 April 2021
  • |
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Insights | Financial planning

A Beginner’s Guide to Financial Planning

If you’re new to the concept of financial planning then it can be daunting taking the first step of consulting a professional f...

  • 20 January 2021
  • | James Glass
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Insights | Financial planning

Achieving Financial Wellbeing

At Anderson Strathern Asset Management we believe it’s important for you to review your sense of financial wellbeing, which is ...

  • 19 August 2020
  • | James Glass
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Insights | Financial planning

Top tips for a brighter financial future

Many of us are thinking about planning our short term finances around family holidays or even getting some work done on the hou...

  • 24 May 2019
  • | Anna Gratwick
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Insights | Financial planning

Fizzing up your personal finances! Is it time to do some financial planning for the New Year?

With lives becoming increasingly busy, it’s so easy to neglect your personal financial planning, not giving it time and t...

  • 19 November 2018
  • | Anna Gratwick
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Insights | Financial planning

How to manage your money in your 20s

In this article our Chartered Financial Planner, Anna Gratwick, discusses areas to help those in their 20s...

  • 2 August 2016
  • | Anna Gratwick
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Insights | Financial planning

How to manage your money as a cohabiting couple

We often assume that we do not need to give much thought to our financial or testamentary affairs until much later on in life. The reality is that ...

  • 13 June 2016
  • | Anna Gratwick
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    EH3 8BP
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