Keith Roseburgh IFA
@KRFinancial
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Providing tailored independent financial advice specific to your circumstances. Working with clients in Edinburgh, Dalkeith and the Lothians.
Scotland
Joined July 2014
From April 2027, pensions are expected to fall within your estate and could be liable for Inheritance Tax. Read our blog, linked below, to learn more. https://t.co/cTGivSN4aM
keithroseburgh.co.uk
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set...
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Almost half of Brits doubt the State Pension will exist by the time they retire. Read our blog, linked below, to discover why the Labour government could reform the State Pension and what it means for you. https://t.co/psZAgZMhDG
keithroseburgh.co.uk
Findings from the Office of Budget Responsibility suggest changes to the State Pension could be introduced to reduce government outgoings. Find out why, what options the Labour government may be...
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There are times when a gripping mystery is exactly what you need - but retirement planning isn't one of them. Click the link below to discover how you can channel your inner detective to demystify your pension plan. https://t.co/plfCrJ7U3r
keithroseburgh.co.uk
There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Draw inspiration from the “Queen of Mystery”, Agatha Christie, to...
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There is a dilemma at the heart of financial planning that explains why we so often fail to take the steps now which will benefit ourselves in the future. Click the link below to learn more. https://t.co/hRdl179J9N
keithroseburgh.co.uk
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing...
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Are unrealistic expectations affecting your investments? Read our blog, linked below, to find out. https://t.co/bfaYA0MKI8
keithroseburgh.co.uk
A survey suggests many investors expect an “unrealistic” average annual return of 9.2%. Find out why improbable returns could harm your financial plan and how to set realistic expectations.
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1 in 3 people intend to write a will but haven't yet. Read our blog, linked below, to discover the important reasons you should have an up-to-date will. https://t.co/cTGivSMwle
keithroseburgh.co.uk
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set...
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Changing rules surrounding pensions could mean you need to consider Inheritance Tax for the first time. We can help assess what the upcoming changes mean for you. Click the link below to learn more. https://t.co/cTGivSMwle
keithroseburgh.co.uk
The number of people passing away without a valid will increased by 25% between 2020/21 and 2023/24. Discover how your estate might be distributed under intestacy rules, and why it’s important to set...
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Changes to the State Pension could affect your retirement plans and your long-term financial security. Read our blog, linked below, to discover what the upcoming changes could look like and how they could affect you. https://t.co/psZAgZMhDG
keithroseburgh.co.uk
Findings from the Office of Budget Responsibility suggest changes to the State Pension could be introduced to reduce government outgoings. Find out why, what options the Labour government may be...
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If you want to channel your inner Hercule Poirot or Miss Marple, you could embark on an investigation to demystify your pension. Read our blog, linked below, to find out how. https://t.co/plfCrJ7U3r
keithroseburgh.co.uk
There are times when a gripping mystery that keeps you guessing is exactly what you need, but retirement planning isn’t one of them. Draw inspiration from the “Queen of Mystery”, Agatha Christie, to...
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Neuroscientists recently discovered that when we think of our future selves, we treat them as if they were a stranger to us. To discover 3 ways you can connect with your future self, click the link below. https://t.co/hRdl17agZl
keithroseburgh.co.uk
This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of Financial Wellbeing. He founded the Institute for Financial Wellbeing...
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What would financial freedom look like to you? We can help you achieve your financial goals, no matter what they might be. Click the link below to learn more. https://t.co/kAJgKkmuTi
keithroseburgh.co.uk
Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a...
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If you want to support a charity close to your heart, then you should be making your donations as tax-efficient as possible. Click the link below to find out how. https://t.co/ZfOTuEmgYT
keithroseburgh.co.uk
Supporting a good cause could increase your wellbeing and, in some cases, it could make sense from a tax perspective too. So, if you want to donate to charitable causes, find out some of the ways you...
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Cash can be comforting. But while cash savings can be part of a well-balanced financial plan, they're not always the best-performing asset. Click the link below to learn more. https://t.co/EiLsSqq3CC
keithroseburgh.co.uk
There’s a certain comfort in holding cash savings. However, looking at a wider range of options and investments could help you see higher returns. Find out why.
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Does your income make you a "Henry"? Click the link below to discover 4 key tax considerations that could be important for your long-term finances. https://t.co/L6aQXbUihY
keithroseburgh.co.uk
High earners striving to build wealth, dubbed “Henrys”, may find their tax position changes drastically as their income grows. Find out more about four key tax considerations that could be important...
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Half of people over the age of 55 worry their retirement savings won't last their lifetime. Click the link below to find out more about decumulation dilemmas and how we can help you manage them. https://t.co/7tdFZCF1V6
keithroseburgh.co.uk
Retirement is an exciting milestone but decumulation could present some challenges, such as changing your mindset and ensuring you don’t run out of money during your lifetime. Find out more about...
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If you're prone to making emotional decisions regarding your finances, click the link below to discover our 5 top tips for remaining calm in the run up to the Autumn Budget. https://t.co/JBo6Pa89AI
keithroseburgh.co.uk
The Autumn Budget is still weeks away, but there’s plenty of speculation about what will be included in the news. While it can feel tempting to respond to attention-grabbing headlines, it might lead...
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Many people want to achieve “financial freedom”, but what would that look like to you? Click the link below to learn more. https://t.co/kAJgKkmuTi
keithroseburgh.co.uk
Many people want to achieve “financial freedom”, but it can mean different things to each person and is influenced by other lifestyle goals. So, defining what it means for you could help you create a...
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Supporting a good cause could improve your wellbeing, but did you know it could also make sense from a tax perspective too? Speak to us or read our blog, linked below, to learn more. https://t.co/ZfOTuElJ9l
keithroseburgh.co.uk
Supporting a good cause could increase your wellbeing and, in some cases, it could make sense from a tax perspective too. So, if you want to donate to charitable causes, find out some of the ways you...
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61% of adults with £10,000 or more in investible assets are holding at least three-quarters in cash. Read our blog, linked below, to discover why this might not be the best option. https://t.co/EiLsSqq3CC
keithroseburgh.co.uk
There’s a certain comfort in holding cash savings. However, looking at a wider range of options and investments could help you see higher returns. Find out why.
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If you're a high earner striving to build your wealth, there are 4 key tax rules that might affect your long-term finances. Click the link below to learn how you can reduce your tax liability. https://t.co/L6aQXbUihY
keithroseburgh.co.uk
High earners striving to build wealth, dubbed “Henrys”, may find their tax position changes drastically as their income grows. Find out more about four key tax considerations that could be important...
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