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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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Senga Prior

Senga Prior

Tax Senior Manager

07 October 2021

  • Private Client Tax
Annual Investment Allowance (AIA) changes

AIA provides full tax relief on qualifying plant and machinery in an accounting period subject to limits set by legislation. Currently the AIA limit is £1m but, assuming there are no changes in the Budget on 27 October 2021, this is set to reduce to £200,000 from 1 January 2022.

05 October 2021

  • Financial Services
Worthwhile projects need parenting - part one

As the summer holiday season draws to a close, our Financial Services team compare good holiday planning, and mobilising a significant change programme at work, in their latest whitepaper.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

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.

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.

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