Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
24 January 2024
Market Commentary January 2024Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter four. In this video, Chris Fleming, Investment Director at Square Mile, discusses their outlook for inflation and interest rates, and what this means for markets.
28 November 2023
Giving the gift of money this ChristmasAs we approach the holiday period, some may be considering making gifts to family members - whether that be grandparents giving money to their grandchildren, or parents helping out their children during this season of giving. This could bring on concern over the inheritance tax (IHT) implications of these gifts. James Stewart-Lockhart, Financial Planner, explains further.
Duncan Fernie
Financial Planner
27 November 2023
Cash vs stocks and shares – which path should you choose?Over the last two years, financial advisers have been asked the same recurring question from clients: Shall I encash my investments to take advantage of higher interest rates offered by the banks? There are several factors that must be considered, but most of the time the answer to this question is no. Let me explain why.
30 October 2023
Market Commentary October 2023Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three. In this video, Daniel Pereira, Investment Manager at Square Mile, discusses the outlook for inflation and interest rates.
27 July 2023
Market Commentary July 2023Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter two. In this video, Daniel Pereira, Investment Manager at Square Mile, discusses his outlook for the next quarter, focusing on inflation and interest rates.
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