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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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13 February 2025

  • Wealth
The countdown to 5 April: Key tax planning opportunities

‘Tax Year End’ and “you must be busy” go hand in hand in financial services. Every year the run up to 5 April can be hectic with new enquiries for time sensitive needs.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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31 January 2025

  • Wealth
Market Commentary January 2025

Working in conjunction with our investment research partners, Square Mile, they have prepared a market commentary report and a video covering quarter four of last year.

In this video, Mark Harries, Chief Investment Officer at Square Mile, discusses their views on the global economic backdrop, as well as what is happening in bond and equity markets.

Jennifer Duncan

Jennifer Duncan

Financial Planner

12 December 2024

  • Wealth
Some key components to consider for a competitive workplace benefits package

The workplace is very different to what it was, even five years ago and with this, what employees look for to feel rewarded has shifted.

Rory Brand

Rory Brand

Chartered Financial Planner

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06 December 2024

  • Wealth
How to make sure your employees know the value of their financial wellbeing benefits

In a competitive job market, there could be more you can do with benefits you already have in place but don’t feel staff are aware of the true value of.

Peigi MacCrimmon

Peigi MacCrimmon

Financial Planner

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28 November 2024

  • Wealth
Tax-efficient giving: How strategic gifting can reduce your Inheritance Tax

Inheritance Tax (IHT) has become even more topical with changes afoot after the Autumn Budget. Coupled with the rise in property prices over the past few years, more estates have been captured in the Inheritance Tax (IHT) net and now with the inclusion of pensions potentially attracting IHT from 2027, the number of estates captured will surely rise even further.

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