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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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Martin Hendry

Martin Hendry

Chartered Financial Planner

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22 July 2022

  • Medical & Healthcare
  • Financial Planning
  • Wealth
NHS Pension concerns – the McCloud Judgement

Following the McCloud Judgement, the Government has changed the eligibility criteria for the NHS 2015 CARE Scheme so that from this tax year, 6 April 2022 – 5 April 2023, all continuing members of the NHS Pension Scheme will be transitioned to the 2015 CARE Scheme.

Mark McKenzie

Mark McKenzie

Chartered Financial Planner

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15 July 2022

  • Wealth
Should I be investing and how best to do it?

Those who pay close attention to global stock markets will have noticed significant volatility recently, impacting portfolio values. Inflation and interest rates are on the rise, which has caused global markets to fall and has affected both equities and bonds. In turbulent times, you might find yourself wondering if you should be investing or exiting the market, or not making new investments at all. Our Wealth team explain further.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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12 July 2022

  • Wealth
Video Investment Commentary from Cornelian - July 2022

Investment Manager Hector Kilpatrick, provides our Wealth team with Cornelian’s market outlook for July 2022.

Valerie Wilson

Valerie Wilson

Chartered Financial Planner

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30 June 2022

  • Wealth
Active vs passive investing

There has been a longstanding debate about whether active or passive investing is better for achieving positive returns over the long run. The key element underlying the decision is whether investment managers believe they have the ability to beat the market or not. Valerie Cronshaw, Financial Planner, explains further.

Rory Brand

Rory Brand

Chartered Financial Planner

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27 June 2022

  • Wealth
Income Protection - the building block that almost every house needs but many are missing

There is one building block to financial security that so many overlook, it can keep the house afloat or bring it crumbling down around you if you choose to go without it. In this blog, Rory Brand explains why Income Protection is so important.

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