Insights

Julie Gray

Financial Planner

26 February 2025

Is Lifestyling leading your workplace pension down the garden path?

When a decision is taken out of your hands and made for you, what is the likelihood that it is going to suit your needs?

Rory Brand

Chartered Financial Planner

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21 February 2025

Should I be planning my retirement to 100 and beyond?

When you are looking to the future, do you consider the possibility of living to 100 or further? This may seem unlikely and most don’t expect to live to the ripe old age of 100 but it may surprise you just how many are expected to receive a birthday card from the King.

Adam Hardie

Business Development Partner and Head of Food & Drink

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20 February 2025

Food & Drink

Food and drink sector optimism hit by challenges of rising NI and labour costs

UK food and drink businesses are feeling less optimistic about future growth than 12 months ago, with several firms citing rising National Insurance Contributions and National Minimum Wage costs as a contributing factor, according to our 2024 survey of the sector.

Martin Hendry

Chartered Financial Planner

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13 February 2025

Wealth

The countdown to 5 April: Key tax planning opportunities

‘Tax Year End’ and “you must be busy” go hand in hand in financial services. Every year the run up to 5 April can be hectic with new enquiries for time sensitive needs.

Chris Hodgson

Tax Director

11 February 2025

Ten Questions with Private Client Tax Director – Chris Hodgson

Chris is a highly experienced private client tax specialist with over 37 years of expertise, focusing primarily on advisory work. As a qualified Chartered Accountant and Chartered Tax Advisor, he brings a deep understanding of both personal and corporate tax matters, offering strategic insights and tailored solutions to his clients.

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