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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

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07 May 2025

  • Wealth
Market Commentary April 2025

Working 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.

Stuart Walker

Stuart Walker

Chartered Financial Planner

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18 March 2025

  • Wealth
Planning for the Tax Year End

Whilst 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.

Julie Gray

Julie Gray

Financial Planner

26 February 2025

  • Wealth
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?

Rory Brand

Rory Brand

Chartered Financial Planner

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21 February 2025

  • Wealth
Should I be planning my retirement to 100 and beyond?

When you are looking to the future, do you consider the possibility of living to 100 or further? This may seem unlikely and most don’t expect to live to the ripe old age of 100 but it may surprise you just how many are expected to receive a birthday card from the King.

Martin Hendry

Martin Hendry

Chartered Financial Planner

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13 February 2025

  • Wealth
The countdown to 5 April: Key tax planning opportunities

‘Tax Year End’ and “you must be busy” go hand in hand in financial services. Every year the run up to 5 April can be hectic with new enquiries for time sensitive needs.

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