News room

How to manage Inheritance Tax

The 2015/16 tax year has seen the amount of inheritance tax (IHT) collected by the Treasury rise by 20%.

HM Revenue & Customs benefited from freezing the IHT allowance in 2009, with receipts increasing year on year since. The 2011/12 tax year saw IHT receipts of £2.9bn, since then the receipts have grown a massive 60% to the £4.7bn collected in 2015/16, partly due to a lack of planning by many to avoid this so called “voluntary” tax.


Cornerstone Guide to the August interest rate cuts

In August, the Bank of England cut the official interest rate to a record low and for the first time since 2009. It hadn’t come as a surprise; many expected Mark Carney to announce a cut in July and in delaying the decision the announcement was inevitable this month. Now that the rates have finally been cut, we can assess the impact and answer some rather important questions.


New dedicated mortgage advice service launches in Edinburgh

A new specialist and impartial mortgage advice and lending service to help buyers from start to finish has been launched in Edinburgh.

Exchange Mortgages work within Cornerstone Asset Management, one of Scotland’s leading wealth management and financial planning firms, to offer expert, tailored and impartial advice taking buyers from buy-to-let to those looking to step onto the property ladder for the first time and those looking to move up it.


Cornerstone Planner Top Award Winner

Glasgow-based senior planner Rebecca Kowalski of Cornerstone Asset Management is one of Scotland’s best known Paraplanners holding the UK Paraplanner of the Year title from this year’s 2016 Professional Adviser Awards.


How To Qualify for State Pension

Chartered Financial Planner at Cornerstone Asset Management explains the steps you can take to ensure that you maximise income and pension in retirement.