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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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Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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04 January 2017

  • Wealth
Looking ahead to 2017

Welcome 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

  • Wealth
On the tenth day of Christmas…a present of income tax relief

As you plan your Christmas shopping list, there’s one gift you should consider adding for yourself…income tax relief.

John MacLean

John MacLean

Client Service Support

02 December 2016

  • Wealth
On the second day of Christmas…giving the present of a Help to Buy ISA

As 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.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

30 November 2016

  • Wealth
Market Commentary November

November has been an interesting month to say the least. Against all odds, Donald Trump was elected the 45th President of the United States of America and will take office on 20 January 2017. Click here to read our thoughts on the impact of his appointment.

22 November 2016

  • Wealth
Discretionary investment portfolios – making sure they are “Made to Measure”

With another large bank announcing that it is moving their discretionary investment management (DIM) for portfolios of under £1m to their Managed Portfolio Service, we consider the impact to clients.

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