Keith Roseburgh Financial

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Keith Roseburgh Financial Financial planning for every stage of life in Edinburgh, Dalkeith and the Lothians.

I give my clients an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

Think about the number of ads and social media posts you've seen recently advertising products that promise to make you ...
06/10/2026

Think about the number of ads and social media posts you've seen recently advertising products that promise to make you look and feel younger.

The message is loud and clear: life gets less fun with age.

However, ageing is a natural part of life. It's how you think about it that affects your experience of getting older.

To discover how you can rethink ageing and build a positive mindset so that you can enjoy every moment of life, click the link below.

https://keithroseburgh.co.uk/how-to-rethink-ageing-and-build-a-positive-mindset/

Could gifting now reduce a future Inheritance Tax bill?Gifting assets during your lifetime has become a common strategy ...
01/10/2026

Could gifting now reduce a future Inheritance Tax bill?

Gifting assets during your lifetime has become a common strategy for reducing a potential Inheritance Tax bill.

However, gifting doesn't always mean that assets are excluded from your estate when calculating Inheritance Tax, and there are a lot of misconceptions about when the tax could be applied.

Read our blog, linked below, to learn more about when Inheritance Tax could apply to gifts.

https://keithroseburgh.co.uk/explained-when-inheritance-tax-could-apply-to-gifts/

Could the upcoming ISA changes affect how you save and invest?From April 2027, the overall adult ISA allowance is expect...
29/09/2026

Could the upcoming ISA changes affect how you save and invest?

From April 2027, the overall adult ISA allowance is expected to remain at £20,000, but under-65s will only be able to place up to £12,000 into a Cash ISA.

There will also be a new 22% charge on interest earned on cash held within non-cash ISAs, such as Stocks and Shares ISAs.

Read our latest blog, linked below, to learn about 2 upcoming ISA changes you should be aware of.

https://keithroseburgh.co.uk/2-upcoming-isa-changes-you-should-be-aware-of/

4 psychological reasons why investors make mistakes:1. Emotions could cloud your judgement2. Overconfidence may tempt yo...
28/09/2026

4 psychological reasons why investors make mistakes:

1. Emotions could cloud your judgement
2. Overconfidence may tempt you to try to time the market
3. Confirmation bias could lead you to overlook information
4. Following the crowd may feel safer

Read our blog, linked below, to find out how you can limit the impact of emotions and bias on your investment decisions.

https://keithroseburgh.co.uk/the-psychology-behind-investment-mistakes/

How do you feel about getting older?The UK's first anti-ageism campaign recently called for everyone to question their n...
22/09/2026

How do you feel about getting older?

The UK's first anti-ageism campaign recently called for everyone to question their negative views of ageing.

The Centre for Ageing Better has suggested that adopting a more positive mindset about ageing could help you stay more socially and mentally engaged, while reducing any anxiety you may have about getting older.

To discover 3 practical tips for embracing ageing and the opportunities it offers, click the link below.

https://keithroseburgh.co.uk/how-to-rethink-ageing-and-build-a-positive-mindset/

In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its...
21/09/2026

In December 2001, The Lord of the Rings: The Fellowship of the Ring was released in cinemas and wowed audiences with its epic scenes, superb acting, and attention to detail.

On the 25th anniversary of the new era of Tolkien mania, we're exploring the lasting legacy the celebrated author left behind.

Beyond his astonishing works, he also set up the Tolkien Estate, designed to manage his fortune and ensure his name lived on.

To discover 4 estate planning lessons you could take from J.R.R. Tolkien, click the link below.

https://keithroseburgh.co.uk/4-estate-planning-lessons-you-could-learn-from-jrr-tolkiens-legacy/

1 in 5 savers aged over 65 are passing on cash to their loved ones to reduce a potential Inheritance Tax bill, according...
17/09/2026

1 in 5 savers aged over 65 are passing on cash to their loved ones to reduce a potential Inheritance Tax bill, according to Paragon Bank.

However, gifting assets during your lifetime does not always mean they are immediately outside your estate.

Some gifts may be treated as potentially exempt transfers, which means they could still be liable for Inheritance Tax if you pass away within seven years.

Read our blog, linked below, to understand when Inheritance Tax could apply to gifts.

https://keithroseburgh.co.uk/explained-when-inheritance-tax-could-apply-to-gifts/

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33 Thornyhall
Dalkeith
EH222ND

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