Websites for Edinburgh investment houses, pension specialists and advisers.

A home for each trust with its objective, manager commentary, portfolio holdings, net asset value, share price and dividend history. Annual and half year reports, notices of meeting and AGM details sit in a dated library that the company secretary can update directly. Regulatory announcements can be pulled from your news service feed so they appear on the site soon after release.

Scotland sets its own income tax bands for Scottish taxpayers, and homebuyers pay Land and Buildings Transaction Tax to Revenue Scotland rather than Stamp Duty Land Tax. Guides, worked examples and planning pages are built with fields for Scottish and rest of UK versions, so your advisers do not publish figures that apply only south of the border. Where a figure changes each April, it is stored once and reused, so a new tax year means one edit rather than a hunt through old articles.

Buying in Scotland runs through Home Reports, closing dates, offers over and concluded missives, which differ from the process in England. Broker sites need explainer pages, timelines and enquiry forms written around those steps, so first time buyers understand when they should speak to you. Content can also cover the Scottish approach to joint ownership and survivorship destinations, reviewed by your own adviser before it goes live.

A request form that lets clients across the Highlands, Borders and islands choose a video, phone or office meeting at your Edinburgh base, with time preferences routed to the adviser's diary system for confirmation by your team. Clients outside Edinburgh can say which town they live in, which helps you allocate the nearest or most suitable adviser.

Any page or article marked as a financial promotion waits for a named approver. The CMS records who approved which version and when, and a later edit sends the page back into review. Approvers can leave comments against individual sentences, which shortens the back and forth on long guides.

Some Scottish firms choose to offer key pages in Gaelic alongside English, and many want easy read or large print versions of important documents. The CMS handles parallel language versions and alternative formats as linked pages, so each one stays in step when the English original is updated.

Profiles with qualifications such as chartered status, specialisms like pensions, inheritance or business owners, and a link to each person's entry on the FCA register. Your team edits them without developer help. Profiles can show the areas of Scotland each adviser covers, which helps rural clients pick someone who understands their situation.

Clients upload pension statements, payslips and identity documents through a time limited link. Files go straight to your back office or document system, and nothing is stored on the public web server. Upload links can carry a client reference, so files land against the right case without anyone renaming them.

A published complaints procedure with the Financial Ombudsman Service route, plus a page explaining how clients can ask for extra support, a different format or someone to act for them. Wording is reviewed by your compliance lead, and the pages are linked from every footer so they are never hard to find.

Larger type options, strong contrast and forms tested with screen readers, built to WCAG 2.2 AA. Many Edinburgh clients are older investors and retirees, and the Equality Act expects reasonable adjustments for disabled clients. Text resizes without breaking layouts, and charts include text alternatives for readers who cannot see them.