Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
26 May 2025
How to use cash flow modelling to plan for your family’s financial futureCash flow modelling was historically used by businesses to forecast future costs and income, looking at the assets and income of a company and measuring these against current and future liabilities. It is now also widely used as a useful tool for personal financial planning. Here, Peigi MacCrimmon explains in more detail.
Valerie Wilson
Chartered Financial Planner
15 May 2025
Meet the Planner: Valerie WilsonFrom discovering JC at a university careers fair to earning a prestigious Royal London Shield from the CII, Valerie Wilson’s career journey is one of drive and achievement. Based in our Edinburgh office, she shares the milestones that have shaped her path, how she finds balance after a busy week, and her top tip for staying on track during exam season.
07 May 2025
Market Commentary April 2025Working in conjunction with our investment research partners, Square Mile, we would like to share a market commentary report and a video covering the first quarter of the year. In this video, Scott Spencer, Investment Director at Square Mile, discusses their views on the global economic backdrop and investor sentiment, as well as what is happening in bond and equity markets.
18 March 2025
Planning for the Tax Year EndWhilst the past 6 months has thrown up several new challenges for our rural and business communities the one constant, we can rely on is the Tax Year End on 5 April. By planning in advance, you can maximise the valuable tax allowances available each tax year.
26 February 2025
Is Lifestyling leading your workplace pension down the garden path?When a decision is taken out of your hands and made for you, what is the likelihood that it is going to suit your needs?
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