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7 May 2020

Carbon's Lockdown Update

The coronavirus lockdown has seen the team at Carbon Financial react and adapt very well to home working. Gordon Wilson, Managing Director of Carbon takes you through some of the main changes and also introduces some new initiatives for the coming months to help clients.

Articles

Below is a list of some of the articles we have created during the lockdown as a quick reference.

Carbon's view on Coronavirus

Our Investment Director Barry O'Neill provides an updated article during the pandemic with videos discussing market performance.

View Article & Videos >

The different roles a financial planner plays

We discuss what people are paying for when they seek out a financial planner.

View Article >

What do you want your financial future to look like?

Our Associate Director, Matt Duncan, discusses the importance of taking time to think about your finances during this lockdown. By asking a few simple questions you can quickly create a clear picture of what your financial future might look like.

Watch Videos >

Inheritance Tax refund on investment losses

Our Director in London explains a little-known tax rule where executors can apply for a refund for the Inheritance Tax paid on investment losses if the market value of the assets changed after death.

View Article >

Low market values present an opportunity for gifting

Richard Wadsworth, our Director in Glasgow, discusses how low investment market values can present a tax-efficient gifting opportunity.

Watch Video >

Richie Ramsay's Putting Tips

Every Friday, Carbon sponsored European Tour Professional Richie Ramsay provides video tips to keep your putting sharp for when the lockdown ends.

Watch Videos >

Who is your Lighthouse Keeper?

Former Scurdie Ness Lighthouse Keeper, Barry O'Neill, now Carbon Financial's Investment Director, talks about the importance of a financial plan.

View Article >

Richie values trust on and off the course

Richie reflects on the trust he places on expert and professional advice both on and off the course for long-term financial and sporting success.

View Article >

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