Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
27 November 2025
Autumn Budget 2025: our Wealth summaryFollowing the Autumn Budget and the announcements made, there were a number of changes and freezes, which will have a real impact on individuals’ financial planning. Our Wealth team have analysed these further.
26 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.
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.
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.
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