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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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Alexandra Docherty

Alexandra Docherty

Partner and Head of Private Client Tax

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17 October 2024

  • Private Client Tax
  • Wealth
  • Budget
Autumn UK Budget Predictions 2024 - Personal Tax

The third blog in our series of Autumn Budget predictions focuses on what might be on the horizon for Personal Tax, and how individuals and unincorporated businesses may be impacted by the announcements to be made on 30 October.

Steven High

Steven High

Chartered Financial Planner

16 October 2024

  • Wealth
How to be as tax efficient as possible if you are a higher rate taxpayer

As Benjamin Franklin said over 200 years ago, “nothing is certain except death and taxes”. The good news is death and taxes may be certain, but there are things you can do to mitigate both. With the first Budget announcement under the new government on the horizon, now is a good time to consider what you can do to be as tax efficient as possible.

Martin Hendry

Martin Hendry

Chartered Financial Planner

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09 September 2024

  • Wealth
Buying properties through your SIPP (for business owners)

With the opportunity to advise business owners on what to do with their pensions, the conversation regularly leads to the question, can I or should I use my pension funds to buy our business premises? Here, Martin Hendry, explains everything you need to know about using a SIPP to buy a commercial property.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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31 July 2024

  • Wealth
Market Commentary July 2024

Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter two.

Mark McKenzie

Mark McKenzie

Chartered Financial Planner

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22 July 2024

  • Wealth
When is the right time to sell my business?

Selling a business is a significant milestone for any owner, often marking the culmination of years of hard work and dedication. It should be a time of reflection ; not become a burden because of the unknown.

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