Coronavirus Bulletin #6

As the newest member of the Hamilton Financial team, Andrew has invited me to write this edition of our Coronavirus series of Bulletins.Markets never fail to surprise and in the wider world there have been some extraordinary trends which threaten to upset the delicate...

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Inheritance Tax (IHT) Simplification?

The Office of Tax Simplification (OTS) has recently issued its second report on Inheritance Tax (IHT). Here are the bullet points:- Business Property Relief (BPR) BPR effectively exempts business assets from IHT (40%). At the moment, the test to determine whether or...

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Hamilton in tie-up with wealth manager

Andrew Hamilton, founder of Edinburgh wealth manager Hamilton Financial, has forged an informal partnership with Westminster-based investment and wealth planning firm Thomson Tyndall.

The two companies will continue to operate independently but will offer shared services across their client portfolio.

Mr Hamilton said: “We have been looking for an association with another firm for the last three years.

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