Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
13 February 2025
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.
31 January 2025
Market Commentary January 2025Working in conjunction with our investment research partners, Square Mile, they have prepared a market commentary report and a video covering quarter four of last year.
In this video, Mark Harries, Chief Investment Officer at Square Mile, discusses their views on the global economic backdrop, as well as what is happening in bond and equity markets.
12 December 2024
Some key components to consider for a competitive workplace benefits packageThe workplace is very different to what it was, even five years ago and with this, what employees look for to feel rewarded has shifted.
06 December 2024
How to make sure your employees know the value of their financial wellbeing benefitsIn a competitive job market, there could be more you can do with benefits you already have in place but don’t feel staff are aware of the true value of.
28 November 2024
Tax-efficient giving: How strategic gifting can reduce your Inheritance TaxInheritance Tax (IHT) has become even more topical with changes afoot after the Autumn Budget. Coupled with the rise in property prices over the past few years, more estates have been captured in the Inheritance Tax (IHT) net and now with the inclusion of pensions potentially attracting IHT from 2027, the number of estates captured will surely rise even further.
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