Posts by: Kevin Scott

16th May 2024 - Kevin Scott

How to calculate what’s “enough” when selling your business

If you’re a business owner, selling your business might be a key part of your long-term finances. You may plan to use the sale proceeds to retire, provide greater financial freedom, or fund your next project. So, understanding how much is “enough” could be vital.  Even if you’re not planning to exit your business any time…

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13th February 2023 - Kevin Scott

Here’s why your pension could reduce your estate’s Inheritance Tax liability

Are you worried about Inheritance Tax (IHT) or how you’ll pass on your wealth to loved ones? For some people, pensions can provide a tax-efficient way to leave wealth to the wider family. Here’s what you need to know.  While IHT currently affects around 1 in 20 estates, it’s a concern for many families. As key…

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14th December 2022 - Kevin Scott

4 vital things you should discuss when naming a Lasting Power of Attorney

A Lasting Power of Attorney (LPA) gives someone you trust the ability to make decisions on your behalf if you cannot.  This can ensure there’s someone taking care of your affairs and advocating on your behalf if you’re ill or lose mental capacity. Naming an LPA is an important step, and it’s one you should discuss…

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17th October 2022 - Kevin Scott

The most scenic road trips that are perfect for a 2023 break

Imagine the exhilaration of driving high among the mountain passes of the Carpathian Mountains, along a stunning volcanic landscape in New Zealand, or even experiencing breathtaking sunsets while travelling along the south coast of Australia. A road trip will allow you to have these experiences first-hand. Going on a road trip is something special; you have complete freedom, and it…

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30th May 2019 - Kevin Scott

Introducing Our New Office!

We are very proud to announce we are moving to our very own office! Whilst we have really enjoyed our time at St Anne’s House, as many of you will know, we are a growing company, focused on delivering an excellent financial planning service.  This has meant we need more space in order to continue growing our team and has…

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22nd November 2016 - Kevin Scott

New Model Adviser Top 100

2016 has been a big year for Herbert Scott as David and I celebrate being in business for 20 years.  To round the year off we are delighted to announce that we have been named in the New Model Adviser Top 100 financial planning firms in the UK for the second year running. The Top 100…

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2nd May 2014 - Kevin Scott

Announcing the Herbert Scott Charity of The Year – Chestnut Tree House

Herbert Scott are delighted to announce that Chestnut Tree House children’s hospice has been chosen as our Charity of the Year for 2014/15. Based near Arundel, Chestnut Tree House is the only children’s hospice covering East and West Sussex, as well as parts of Hampshire, to support children and young adults of all ages up to 25 with progressive,…

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