Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
06 May 2024
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.
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.
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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