Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Mike Carter
Chartered Financial Planner
10 May 2022
What is Business Protection?If you are a business owner, you may have heard of “Business Protection” - but what does this actually mean? Mike Carter, Chartered Financial Planner, explains further while also looking at the different types of business protection available, and when each is most suitable for you.
David Watson
Chartered Financial Planner
06 May 2022
Video Investment Commentary from LGIM - May 2022Katherine George, Sales Manager, Strategic Partnerships at Legal & General Investment Management, discusses with Paul Measures, Head of Intermediary Sales at LGIM the topic of Investment Stewardship.
Derek Adam
Financial Planner
28 April 2022
Be careful if you are thinking of cashing in a pension early!There is technically no limit to how much can be saved into a pension (or pensions) in a tax year, however there is a limit that exists in respect of the total that can be contributed which will benefit from tax relief and where no tax charge will result. Derek Adam, Financial Planner in our Wealth team, takes you through everything that you need to know if you are considering cashing in your pension early.
David Watson
Chartered Financial Planner
27 April 2022
Market Commentary April 2022Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and video covering quarter one.
Valerie Cronshaw
Financial Planning Support
26 April 2022
Rising costs, rising concernsMost people have an understanding of the term inflation, how it works and phrases such as cost of living, prices index and other similar terms. In basic terms, inflation is just understanding how prices change over time and how things are more expensive today than they have been in the past.
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