Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
David Watson
Chartered Financial Planner
29 July 2022
Market Commentary July 2022Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and video covering quarter two.
Martin Williams
Financial Planner
22 July 2022
NHS Pension concerns – the McCloud JudgementFollowing the McCloud Judgement, the Government has changed the eligibility criteria for the NHS 2015 CARE Scheme so that from this tax year, 6 April 2022 – 5 April 2023, all continuing members of the NHS Pension Scheme will be transitioned to the 2015 CARE Scheme.
Mark McKenzie
Chartered Financial Planner
15 July 2022
Should I be investing and how best to do it?Those who pay close attention to global stock markets will have noticed significant volatility recently, impacting portfolio values. Inflation and interest rates are on the rise, which has caused global markets to fall and has affected both equities and bonds. In turbulent times, you might find yourself wondering if you should be investing or exiting the market, or not making new investments at all. Our Wealth team explain further.
David Watson
Chartered Financial Planner
12 July 2022
Video Investment Commentary from Cornelian - July 2022Investment Manager Hector Kilpatrick, provides our Wealth team with Cornelian’s market outlook for July 2022.
Valerie Cronshaw
Financial Planner
30 June 2022
Active vs passive investingThere has been a longstanding debate about whether active or passive investing is better for achieving positive returns over the long run. The key element underlying the decision is whether investment managers believe they have the ability to beat the market or not. Valerie Cronshaw, Financial Planner, explains further.
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