Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Valerie Wilson
Chartered Financial Planner
12 September 2022
The rise of Family Investment CompaniesThe use of limited companies as investment vehicles is nothing new - people have been doing this for years, for a variety of reasons. In this blog, Valerie Cronshaw, Financial Planner in our Wealth team, explains Family Investment Companies and why they are on the increase.
12 September 2022
What stops people from passing money on nowThere are many perceived barriers and reasons for not passing on your wealth effectively, but one of the biggest hurdles to overcome is talking about it. There are solutions and your financial planner can help you find the right ones for you.
29 July 2022
Market Commentary July 2022Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and video covering quarter two.
22 July 2022
NHS Pension concerns – the McCloud JudgementFollowing 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.
15 July 2022
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.
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