Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
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.
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.
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