Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Tracey Stewart
Paraplanner
01 February 2017
The importance of pension death benefitsSince 6 April 2015, the rules governing pension death benefits have changed considerably, resulting in greater flexibility and tax efficiency depending on whether death occurs before or after age 75.
30 January 2017
Financial planning year-end tipsAs we approach the end of the financial year, Chartered Financial Planner and Johnston Carmichael Wealth Managing Director Craig Hendry shares his top financial planning year-end tips
04 January 2017
Looking ahead to 2017Welcome to 2017.
As you are aware “Brexit” dominated the news in 2016 and will surely be a key theme for markets in to 2017 but it will not be the only politically driven factor affecting markets in the new year.
08 December 2016
On the tenth day of Christmas…a present of income tax reliefAs you plan your Christmas shopping list, there’s one gift you should consider adding for yourself…income tax relief.
John MacLean
Client Service Support
02 December 2016
On the second day of Christmas…giving the present of a Help to Buy ISAAs the festive season approaches, it’s a good time to start thinking about your Christmas list. If you’re anything like me however, the thought of tackling the shops at this time of year fills you with dread! Luckily, the first present on my list is one I can set up a remotely – a Help to Buy ISA for my son.
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