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Category: General Financial

Financial habits stuck in the past? Life moves on

A lot can change in ten years and financial needs shift. While life rarely stands still, many people’s money habits do

Overview of trust registration changes in 2026

UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts

Small steps to securing your financial future – it is attainable!

Retirement planning may feel overwhelming, but small steps can close the gap

Freeze the higher rate tax burden

The government’s decision to freeze the higher rate tax thresholds means more workers will become higher rate taxpayers

McDonald Associates Limited is registered in England and Wales, no. 182554. Registered office: No. 1 Lindrick Way, Lakeside Park, Barlborough Links, Chesterfield, S43 4XE.

Authorised and regulated by the Financial Conduct Authority. McDonald Associates Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 182554. If you wish to register a complaint, please write to us at the address above or email us at info@mcdonaldassociates.co.uk

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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McDonald Associates Limited
No 1 Lindrick Way
Lakeside Park
Barlborough Links
Chesterfield
S43 4XE

  • info@mcdonaldassociates.co.uk
  • 01246 813567
  • Hours: Mon-Fri 9:00AM - 5:00PM

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