Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
15 May 2024
Could your home be exposing you to inheritance tax?Inheritance tax is a tax on your assets upon death and of all the taxes, and there are many, inheritance tax is probably the most emotive. Yet it is estimated that only around 4% of estates pay inheritance tax and one of the reasons for this is that you can plan for it.
06 May 2024
Alternative ways to pass on wealthIt is becoming increasingly important to consider when and how you would like to pass on wealth to the next generation when the time comes. In this blog, Jennifer Duncan, Financial Planner in our Wealth team, discusses alternative ways to pass on your wealth.
24 April 2024
Market Commentary April 2024Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter one.
10 April 2024
Why don’t people discuss their financial plans with those it involves?Historically, conversations with parents around their Will, money and future plans were either quickly brushed aside or simply didn’t happen, often due to a generational mindset where the social culture was to not talk about money with your family. Here, Steven High, Financial Planner in our Wealth team, explains further.
12 February 2024
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.
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