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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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Stuart Walker

Stuart Walker

Chartered Financial Planner

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27 April 2023

  • Rural
  • Wealth
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.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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27 April 2023

  • Wealth
Market Commentary April 2023

Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter one. In this video, Mark Harries, Chief Investment Officer at Square Mile Research, takes a look back at asset returns over the first quarter of 2023, highlighting that both bonds and global equities ended the quarter up.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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15 March 2023

  • Private Client Tax
  • Wealth
  • Budget
Spring Budget 2023: The key pension announcements and what they mean

Three key changes around pensions were announced in Jeremy Hunt’s Spring Statement on 15 March 2023.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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26 January 2023

  • Wealth
Market Commentary January 2023

Working 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, Charles Hovenden, Senior Investment Manager at Square Mile Research, provides a market update which focusses on inflation as well as bond and equity markets in the recent quarter.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

25 October 2022

  • Wealth
Market Commentary October 2022

Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three.

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