Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Duncan Fernie
Financial Planner
25 June 2025
Planning with purpose – managing Inheritance Tax without losing the family businessPlan with purpose: manage inheritance tax effectively without compromising your family’s future. The third blog in our series, explores practical steps like using allowances, trusts, and lifetime gifting to protect wealth and support the next generation.
Amy Barker
Audit Supervisor
17 June 2025
My JC Path: From the Royal Navy to funds auditAfter graduating from Elgin Academy, Amy Barker joined the Royal Navy and spent almost 14 years travelling the world as an Operator Mechanic and then a Weapons Engineer. Now, with both Electrical Engineering and Accounting & Finance degrees under her belt, Amy’s an Audit Supervisor in our Elgin office, working with clients all over the country. We chatted to Amy to find out how her path has changed and whether she’s found any similarities between her two careers.
Duncan Fernie
Financial Planner
16 June 2025
Planning with purpose – protection for today and beyondWelcome back for the second blog in our series, “planning with purpose”. Here, Duncan Fernie discusses the subject of a very unloved product: insurance.
Euan Connor
Tax Senior
15 June 2025
Navigating the UK Internal Market Scheme (UKIMS): What your business needs to knowThe government scheme created to simplify business trading between Great Britain and Northern Ireland – the UK Internal Market Scheme (UKIMS) – is now open for businesses to register. With the full implementation of the UKIMS, businesses across Great Britain (England, Scotland and Wales) and Northern Ireland are adapting to a redefined trading landscape. The scheme, launched in response to the Windsor Framework, aims to streamline the movement of goods from Great Britain to Northern Ireland by reducing unnecessary checks on goods staying within the UK.
Duncan Fernie
Financial Planner
06 June 2025
Planning with purpose - plan your way to the great beyondLets face it: no one likes talking about death. It’s like the awkward elephant in the room that we all know is there but prefer to ignore. Making financial plans for a future without you, can be a way to give you and your loved ones peace of mind.
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