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.


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 >

Follow Carbon Financial on Facebook, Twitter or LinkedIn.

Sign-up for our Carbon Catch-Up Newsletter


Sign-up for our Carbon Catch-Up Newsletter.

* indicates required

Carbon Financial will use the information you provide on this form to keep in touch with you and to provide updates and marketing. Please indicate below that you are happy to receive our updates in the future:

You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at We will treat your information with respect. For more information about our privacy practices please visit our website. By clicking below, you agree that we may process your information in accordance with these terms.

We use Mailchimp as our marketing platform. By clicking below to subscribe, you acknowledge that your information will be transferred to Mailchimp for processing. Learn more about Mailchimp's privacy practices here.

Contact us today...

We have offices in Edinburgh, Glasgow, Aberdeen, Perth and London. You can contact us at any of our offices, or by email.

Carbon Financial Partners Limited is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Conduct Authority does not regulate some forms of tax advice.
Registered in Scotland #SC386400.
Registered Office: 61 Manor Place, Edinburgh EH3 7EG, Scotland.
© Carbon Financial Partners 2023

Client Account | Personal Finance Portal | Privacy Notice | Cookies