Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
06 October 2022
The future of the Financial Planning professionIn this blog, Craig Hendry, Managing Director of our Wealth team, discusses the future of the Financial Planning profession and why he thinks education and visibility is important in promoting it as a career path for future generations.
13 September 2022
How to use cash flow modelling to plan for your family’s financial futureIn this blog, in our series about transferring wealth to the next generation, we look at the important role of cash flow modelling in passing money on effectively.
13 September 2022
Alternative ways to pass on wealthIt is becoming increasingly important to consider when and how you would like to pass on wealth to the next generation when the time comes. In this blog, Jennifer Duncan, Financial Planner in our Wealth team, discusses alternative ways to pass on your wealth.
12 September 2022
The rise of Family Investment CompaniesThe use of limited companies as investment vehicles is nothing new - people have been doing this for years, for a variety of reasons. In this blog, Valerie Cronshaw, Financial Planner in our Wealth team, explains Family Investment Companies and why they are on the increase.
12 September 2022
What stops people from passing money on nowThere are many perceived barriers and reasons for not passing on your wealth effectively, but one of the biggest hurdles to overcome is talking about it. There are solutions and your financial planner can help you find the right ones for you.
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