Insights

Guest author

Partners Wealth Management

26 May 2025

Wealth

How to use cash flow modelling to plan for your family’s financial future

Cash flow modelling was historically used by businesses to forecast future costs and income, looking at the assets and income of a company and measuring these against current and future liabilities. It is now also widely used as a useful tool for personal financial planning.

Valerie Wilson

Chartered Financial Planner

15 May 2025

Meet the Planner: Valerie Wilson

From discovering JC at a university careers fair to earning a prestigious Royal London Shield from the CII, Valerie Wilson’s career journey is one of drive and achievement. Based in our Edinburgh office, she shares the milestones that have shaped her path, how she finds balance after a busy week, and her top tip for staying on track during exam season.

Guest author

Partners Wealth Management

18 March 2025

Wealth

Planning for the Tax Year End

Whilst the past 6 months has thrown up several new challenges for our rural and business communities the one constant, we can rely on is the Tax Year End on 5 April. By planning in advance, you can maximise the valuable tax allowances available each tax year.

Guest author

Partners Wealth Management

26 February 2025

Wealth

Is Lifestyling leading your workplace pension down the garden path?

When a decision is taken out of your hands and made for you, what is the likelihood that it is going to suit your needs?

Guest author

Partners Wealth Management

21 February 2025

Wealth

Should I be planning my retirement to 100 and beyond?

When you are looking to the future, do you consider the possibility of living to 100 or further? This may seem unlikely and most don’t expect to live to the ripe old age of 100 but it may surprise you just how many are expected to receive a birthday card from the King.

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