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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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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.

Stuart Walker

Stuart Walker

Chartered Financial Planner

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03 July 2024

  • Wealth
Why do I need a financial planner?

Stuart Walker, Chartered Financial Planner, highlights the importance of speaking to a Financial Planner. If you’re unsure about whether a Financial Planner could help you or not, we’ve got you covered as Stuart answers some of the questions which might be on your mind.

Rory Brand

Rory Brand

Chartered Financial Planner

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19 June 2024

  • Wealth
Seven things to think about when considering retirement

Retirement is the biggest financial decision almost all of us will face in our lifetime.

Rory Brand

Rory Brand

Chartered Financial Planner

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24 May 2024

  • Wealth
The election year: what does it mean for investments?

Without a doubt, 2024 is a big year for elections, which brings with it an inherent unpredictability in any country and can raise concerns among investors about what it may mean for their portfolios.

Valerie Wilson

Valerie Wilson

Chartered Financial Planner

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15 May 2024

  • Wealth
Could your home be exposing you to inheritance tax?

Inheritance tax is a tax on your assets upon death and of all the taxes, and there are many, inheritance tax is probably the most emotive. Yet it is estimated that only around 4% of estates pay inheritance tax and one of the reasons for this is that you can plan for it.

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