Insights

Guest author

Partners Wealth Management

10 April 2024

Wealth

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. Steven High explains further.

Guest author

Partners Wealth Management

27 November 2023

Wealth

Cash vs stocks and shares – which path should you choose?

Over the last two years, financial advisers have been asked the same recurring question from clients: Shall I encash my investments to take advantage of higher interest rates offered by the banks? There are several factors that must be considered, but most of the time the answer to this question is no.

Alexandra Docherty

Partner and Head of Private Client Tax

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26 June 2023

Further extension to the deadline for making voluntary National Insurance Contributions

The Government has recently announced an extension to the deadline for individuals to check their National Insurance Contributions (NICs) record and consider whether to make additional contributions. The extended deadline will end on 5 April 2025.

Sophie Innes

Marketing Executive

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28 April 2023

Johnston Carmichael walkers lace up their boots for Glasgow Kiltwalk

A bumper team of 50 walkers from leading independent accountancy and business advisory firm, Johnston Carmichael, will be lacing up their walking boots and taking to the streets of Glasgow to take part in the Kiltwalk. Amongst this year’s cohort will be the firm’s newly appointed Chartered Financial Planner, Martin Hendry, who will be walking the 14.4 mile Big Stroll from Clydebank to Balloch to raise vital funds for Addison’s Disease Self Help Group.

27 April 2023

Planning for the Tax Year End

Some things are so unexpected that no one is prepared for them – previous years have definitely proved that point. However, the one constant we can rely on is the Tax Year End on 5 April. By planning in advance, you can maximise the valuable tax allowances available each tax year.

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