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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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11 December 2019

  • Wealth
Plan your Christmas budget

Is it too early to start thinking about Christmas 2020? It’s not unusual for us to speak to clients who are looking to consolidate credit cards debts into their mortgage following a Christmas splurge. Whilst this will cut down their outgoings in the short term, it is no way to run their financial planning.

Stuart Walker

Stuart Walker

Chartered Financial Planner

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10 December 2019

  • Wealth
Five rules of tax year end planning

Christmas may be fast approaching but another important date is also looming on the horizon – the end of the tax year (5 April 2020).

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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03 December 2019

  • Wealth
Market Commentary November 2019

The main index got off to a good start in November with the release of better than expected Chinese manufacturing data. That, combined with hopes of progress in the US/China trade talks gave the markets a welcome lift following October’s fall.

Jennifer Duncan

Jennifer Duncan

Financial Planner

12 November 2019

  • Wealth
Is it possible to predict your financial future?

There is evidence indicating that forms of fortune telling have existed since 4000 BC. How these fortunes are divined can be done through various mediums by reading someone’s palm or use of tarot cards, or my personal favourite of having your future determined by watching a rooster picking grain (known as Alectromancy).

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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06 November 2019

  • Wealth
Market Commentary October 2019

Manufacturing data from the US released at the start of October, indicating a significant slowdown, immediately put the world’s main stock markets on the backfoot.

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