Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
12 February 2024
Some things are so unexpected that no one is prepared for them - apart from the Tax Year End!Some things are so unexpected that no one is prepared for them – previous years have definitely proved that point. However, the one constant we can rely on is the Tax Year End on 5 April. Stuart Walker discusses the importance of making sure you use the valuable tax allowances that are available each tax year.
24 January 2024
Market Commentary January 2024Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter four. In this video, Chris Fleming, Investment Director at Square Mile, discusses their outlook for inflation and interest rates, and what this means for markets.
28 November 2023
Giving the gift of money this ChristmasAs we approach the holiday period, some may be considering making gifts to family members - whether that be grandparents giving money to their grandchildren, or parents helping out their children during this season of giving. This could bring on concern over the inheritance tax (IHT) implications of these gifts. James Stewart-Lockhart, Financial Planner, explains further.
27 November 2023
Cash vs stocks and shares – which path should you choose?Over the last two years, financial advisers have been asked the same recurring question from clients: Shall I encash my investments to take advantage of higher interest rates offered by the banks? There are several factors that must be considered, but most of the time the answer to this question is no. Let me explain why.
30 October 2023
Market Commentary October 2023Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three. In this video, Daniel Pereira, Investment Manager at Square Mile, discusses the outlook for inflation and interest rates.
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