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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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08 August 2019

  • Wealth
Hit your pensions limit? Time to explore more options

With increasing numbers of people facing problems and questions created by the pension Lifetime Allowance and Annual Allowance limits and rules, navigating the pension and tax system that surround them has become increasingly difficult for savers.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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06 August 2019

  • Wealth
Market Commentary July 2019

The main UK index made a gain of over 2% for the month of July as the new Prime Minister entered No. 10 Downing Street.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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03 July 2019

  • Wealth
Market Commentary June 2019

The main UK index made a welcome return to positive growth for June, recording a gain of 3.69%

27 June 2019

  • Wealth
The myth of the £3,000 gift

We are often asked, ‘how much can I gift a family member?’ Many believe £3,000 is the maximum gift that they can make, however this is not the case.

James MacAulay

James MacAulay

Technical Manager

10 June 2019

  • Wealth
How much do you need?

A recent report suggested that the average person would need a pension pot, or savings, of £260,000 at retirement to allow them to maintain their standard of living.

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