Financial

Whether you’re planning for the future of your family or planning to increase your property portfolio, our finance and tax experts can help you assess the implications.

From helping you mitigate capital taxes to advising on the most tax efficient ways of investing, our experienced team is here to offer guidance on the best way forward.

Our focus is on your needs – and how best to serve them. That’s why in September 2008, after years of providing financial planning and investment advice in house, we decided that clients would better benefit from transferring the team and their expertise into Ashcourt, a leading UK financial planning and investment specialist.

We work closely with leading financial and investment specialists, including Ashcourt – our strategic partner of choice – giving you access to a range of additional financial expertise and products.

Combined with the experience of Pagan Osborne’s team of property, strategic financial planners and legal professionals (including solicitors and lawyers), it means that whichever stage of life you’re trying to navigate a path through, we can show you the way.

Financial News

	Pagan Osborne Take Off WIth The RAF Wednesday 3rd June sees the start of Pagan Osborne's Keep your feet on the ground Initiative with RAF Leuchars in Fife.
	Top Tips on saving tax by Fiona McDonald, Associate 1. Watch your Dates Each tax year starts on 6th April, and with it brings a fresh set of tax allowances. Tax can be saved by careful date planning, for example selling some assets which trigger a capital gain before 6th April, and others after. The disposals will fall into two tax years and you will have two sets of capital gains tax allowances (the allowance for this tax year is £10,100).
	Charities Letter by Associate Fiona McDonald Shan Ross' article (Charities criticised for poor management and training, 12^th May) highlighted the findings of the New Philanthropy Capital (NPC) in relation to the lack of training that many charity trustees have, and the lack of appreciation of what their duties are.
	Top tips on saving tax by Fiona McDonald, associate at Pagan Osborne Each tax year starts on 6th April, and with it brings a fresh set of tax allowances. Tax can be saved by careful date planning, for example selling some assets which trigger a capital gain before 6th April, and others after.
	THE CHANCELLOR’S 2009 - 22nd April 2009 Pagan Osborne's Reaction
	Pagan Osborne confirms acquisition of Robson McLean Legal, financial and property specialist, Pagan Osborne, has acquired Robson McLean, a highly respected and long established Edinburgh-based legal practice.
	Pagan Osborne's Award Success Scotland’s leading legal, financial and property specialists Pagan Osborne was awarded three highly-coveted accolades at the 2009 Legal Awards.
	Pagan Osborne launches campaigns to help clients through tough times A series of initiatives aimed at helping families and individuals cope with the effects of the economic downturn is being launched by leading legal, financial and property specialists Pagan Osborne.
	THE CHANCELLOR’S PRE-BUDGET REPORT – Pagan Osborne's Reaction The Pre-Budget Report 2008 has been one of the most high profile Reports, and has created a huge amount of interest given the current financial climate. The Report took place later in the year than normal prompting even more anticipation about its contents. Although the focus has been on the economy as a whole, there are a number of significant changes that impact many clients and highlight the need to consider well planned, structured tax advice.

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