George Square

The 5th April signals the end of the current tax year, which is also the deadline for using your tax-free ISA allowance. Our expert financial advisers provide a quick guide to ISAs and how to take advantage of your tax-free benefits in our blog: bit.ly/3FOMtJ5

A common query from investors is why investment portfolios contain a mixture of assets, including those that have underperformed relative to others. Read our blog to find out more: bit.ly/4jgqCZ3

The Renters’ Rights Act introduces the biggest reforms to private renting in a generation. We share an overview, including the implications for landlords from 1 May 2026, top tips on how to prepare, and a note on further changes that are likely to follow: bit.ly/46X8dxq

From pensions to ISAs, income protection to IHT, our financial advisers will talk you through all aspects of retirement planning and help you identify the most tax-efficient way of saving for retirement and protecting your wealth. Learn more: bit.ly/3Jtg255

With countless lenders, loan types, and complex terms to navigate, finding the right mortgage deal can feel overwhelming, even at the best of times. Read our blog to learn more: about working with an independent mortgage adviser bit.ly/3Qj1xRv

Selling your current home and buying a new house can be an exciting but quite an emotional time. George Square will handle the mortgage process so that moving home is a little less stressful for you: bit.ly/40IDL6W

In our latest blog the George Square team explain how taking advice early on can ease stress and help family businesses to meet their current and long-term goals. Find out more here: bit.ly/4bCzINq

As part of our commitment to keeping clients informed, our expert mortgage advisers offer regular insights on current mortgage rates and market changes, as well as helpful updates for both residential buyers and buy-to-let investors. Learn more here: bit.ly/4aIVAbl

Taking the first step onto the property ladder can be overwhelming and a bit of a minefield searching the market for the best mortgage deal. Our advisers can take away some of the pressure and help you secure a mortgage that’s right for you. Learn more: bit.ly/43inZS4

With the number of chronic illness cases increasing, it is vital to understand how best to protect yourself and your finances in the event that you have to take some time off work. Learn more about the different ways you can protect your finances here: bit.ly/3tgqNiW

How long does the mortgage process take? There is often a chain involved when purchasing a property, so you are likely to be dependant on others. However, allowing three months from start to finish is not unreasonable. Read more of our FAQs here: bit.ly/3RK7MiU

Trusts are used for a variety of purposes, including supporting family members across generations, facilitating charitable giving, helping with business continuity, or guiding the management of complex estates. Read our blog to learn more: bit.ly/4nxTUGe

Whether you've come into an inheritance or built up a nest egg through regular savings, you will want to make the most of your financial position and invest it wisely. We provide comprehensive, impartial investment advice. Find out more here: bit.ly/46bUmDC

Many people have long viewed pensions as outside the scope of IHT planning. But changes announced in the 2024 Budget mean that defined contribution pensions could form part of an estate for IHT purposes from April 2027. Read our blog to learn more: bit.ly/47CZIqF

How do I find out where my pensions are held? We can help you to track down historic pension plans. Many people are surprised of the value of pension plans from the past – particularly those held with previous employers. Read more of our FAQs here: bit.ly/3RK7MiU

In the Autumn Budget 2025, Chancellor Rachel Reeves introduced several measures that will influence how many people save and plan for the future. Read our blog to find out more about these measures and how they might affect you: bit.ly/4q33Ur9

When it comes to managing wealth with foresight and flexibility, trust funds can offer a valuable tool for individuals and families. In our blog we outline how a trust fund works and some of the reasons it may be worth considering. Find out more here: bit.ly/4nxTUGe

If you are considering purchasing your first investment property and are looking to rent it out, our experienced mortgage advisers can check on your eligibility to apply for a buy to let mortgage and find out how much you could borrow. Find out more: bit.ly/4l1JahE

A common query from investors is why investment portfolios contain a mixture of assets, including those that have underperformed relative to others. Learn more about why portfolio diversification is a god strategy here: bit.ly/4jgqCZ3

Our expert pensions advisers at George Square provide comprehensive advice to employers to help them cope with the ever increasing complexity, responsibility and financial burden of providing a group pension scheme. Visit our website to find out more: bit.ly/49VqgGx