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Insights

Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.

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Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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04 October 2021

  • Wealth
Video Investment Commentary from Cornelian - September 2021

With global equity industries close to highs and the spread between corporate and government debt yields relatively high, the managers of the Cornelian Risk Managed Fund range have reduced the funds’ exposure to equities. Find out more in their latest video update.

Valerie Wilson

Valerie Wilson

Chartered Financial Planner

29 September 2021

  • Medical & Healthcare
  • Wealth
The importance of cash flow modelling for Medical & Healthcare professionals

As a medical and healthcare professional it can be difficult to envisage what your income, expenditure and goals look like in reality. This is where we can use a cashflow model tool to give you a visual representation of your financial goals and objectives. Valerie Cronshaw from our Wealth team discusses further.

Ewan Bolt

Ewan Bolt

Director and Head of Digital Advisory

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24 September 2021

  • Business Advisory
  • Digital Advisory
  • Private Client Tax
An extra year to prepare for MTD for Income Tax Self Assessment

HMRC has announced that businesses will have an extra year to prepare for the digitalisation of Income Tax, with Making Tax Digital for Income Tax Self Assessment now due to be introduced in April 2024.

Alexandra Docherty

Alexandra Docherty

Partner and Head of Private Client Tax

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16 September 2021

  • Private Client Tax
Proposed changes to income tax basis periods delayed by a year

A new Government proposal, which will impact the tax position of unincorporated businesses, trusts and partnerships unless their accounting period is already aligned with the tax year end, has been delayed by a year. The proposal aligns with the Government’s plans for Making Tax Digital (MTD) for income tax, which has also been delayed by a year until April 2024.

Rory Brand

Rory Brand

Chartered Financial Planner

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15 September 2021

  • Wealth
Pensions are cool – no, honestly!

The general public at large, seemingly, has no interest in chatting about pensions. Not us though! Our team of financial planners are always happy to chat pensions and to celebrate Pension Awareness Day 2021 Rory Brand explains why pensions are cool – honestly.

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