Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
05 September 2025
Meet the Planner: Duncan FernieWith a natural instinct for managing money, Duncan Fernie found himself drawn to the world of finance long before he realised it could be a career. We sat down with him to hear more about his path into the profession, what drives him, and what excites him most about the future of financial planning.
05 September 2025
Generational pension planning: can your pension help fund the next generation’s retirement?If you’ve come to the realisation that you have more than you will need in your lifetime, thoughts may turn to those who you would like to benefit. More and more, we’re helping clients make the most of both their finances, and that of future generations. Have you considered if you could be doing more to give those closest to you a financial step up? Experience shows us gifting provides considerable personal satisfaction as well as minimising any potential inheritance tax (IHT) burden.
Duncan Fernie
Financial Planner
25 June 2025
Planning with purpose – managing Inheritance Tax without losing the family businessPlan with purpose: manage inheritance tax effectively without compromising your family’s future. The third blog in our series, explores practical steps like using allowances, trusts, and lifetime gifting to protect wealth and support the next generation.
Duncan Fernie
Financial Planner
16 June 2025
Planning with purpose – protection for today and beyondWelcome back for the second blog in our series, “planning with purpose”. Here, Duncan Fernie discusses the subject of a very unloved product: insurance.
Duncan Fernie
Financial Planner
06 June 2025
Planning with purpose - plan your way to the great beyondLets face it: no one likes talking about death. It’s like the awkward elephant in the room that we all know is there but prefer to ignore. Making financial plans for a future without you, can be a way to give you and your loved ones peace of mind.
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