Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
16 October 2024
How to be as tax efficient as possible if you are a higher rate taxpayerAs Benjamin Franklin said over 200 years ago, “nothing is certain except death and taxes”. The good news is death and taxes may be certain, but there are things you can do to mitigate both. With the first Budget announcement under the new government on the horizon, now is a good time to consider what you can do to be as tax efficient as possible.
09 September 2024
Buying properties through your SIPP (for business owners)With the opportunity to advise business owners on what to do with their pensions, the conversation regularly leads to the question, can I or should I use my pension funds to buy our business premises? Here, Martin Hendry, explains everything you need to know about using a SIPP to buy a commercial property.
Duncan Fernie
Financial Planner
15 August 2024
Planning for death – Plan your way to the great beyondLets face it: no one likes talking about death. It’s like the awkward elephant in the room that we all know is there but prefer to ignore. Making financial plans for a future without you, can be a way to give you and your loved ones peace of mind.
31 July 2024
Market Commentary July 2024Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter two.
22 July 2024
When is the right time to sell my business?Selling a business is a significant milestone for any owner, often marking the culmination of years of hard work and dedication. It should be a time of reflection ; not become a burden because of the unknown.
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