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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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Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

15 March 2023

  • Private Client Tax
  • Wealth
  • Budget
Spring Budget 2023: The key pension announcements and what they mean

Three key changes around pensions were announced in Jeremy Hunt’s Spring Statement on 15 March 2023.

Alexandra Docherty

Alexandra Docherty

Partner and Head of Private Client Tax

08 March 2023

  • JC Wealth
  • Private Client Tax
  • Wealth
Time is running out on the extended timeline for making voluntary National Insurance Contributions

The Government has recently announced an extension to the deadline for individuals to check their National Insurance Contributions (NICs) record and consider whether to make additional contributions. The extended deadline will end on 31 July 2023.

David Watson

David Watson

Chartered Financial Planner

26 January 2023

  • JC Wealth
  • Wealth
Market Commentary January 2023

Working 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, Charles Hovenden, Senior Investment Manager at Square Mile Research, provides a market update which focusses on inflation as well as bond and equity markets in the recent quarter.

Stuart Walker

Stuart Walker

Chartered Financial Planner

17 January 2023

  • JC Wealth
  • Wealth
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.

David Watson

David Watson

Chartered Financial Planner

25 October 2022

  • JC Wealth
  • Wealth
Market Commentary October 2022

Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three.

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