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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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Martin Hendry

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

Chris Hodgson

Tax Director

11 February 2025

  • Private Client Tax
  • Our people
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.

Nicola Sargeant

Nicola Sargeant

Tax Senior Manager

03 February 2025

  • Rural
  • Private Client Tax
How changes to the Furnished Holiday Lettings scheme could impact the Agritourism sector

Farmers have diversified over the years with many tapping into new revenue streams such as agritourism, providing holiday accommodation under the Furnished Holiday Lettings (FHLs) regime.

Alan Hamilton

Alan Hamilton

Corporate Finance Partner

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31 January 2025

  • Corporate Finance
Private Equity Investment: realising value while retaining a stake in your business

Private equity can provide business owners with the option to realise some of their net worth tied up in their business whilst retaining a meaningful stake and the opportunity to benefit from further growth in shareholder value.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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31 January 2025

  • Wealth
Market Commentary January 2025

Working in conjunction with our investment research partners, Square Mile, they have prepared a market commentary report and a video covering quarter four of last year.

In this video, Mark Harries, Chief Investment Officer at Square Mile, discusses their views on the global economic backdrop, as well as what is happening in bond and equity markets.

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