Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
25 October 2022
Market Commentary October 2022Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three.
06 October 2022
The future of the Financial Planning professionIn this blog, Craig Hendry, Managing Director of our Wealth team, discusses the future of the Financial Planning profession and why he thinks education and visibility is important in promoting it as a career path for future generations.
13 September 2022
How to use cash flow modelling to plan for your family’s financial futureIn this blog, in our series about transferring wealth to the next generation, we look at the important role of cash flow modelling in passing money on effectively.
13 September 2022
Why don’t people discuss their financial plans with those it involves?Historically, conversations with parents around their Will, money and future plans were either quickly brushed aside or simply didn’t happen, often due to a generational mindset where the social culture was to not talk about money with your family. Here, Steven High, Financial Planner in our Wealth team, explains further.
13 September 2022
Alternative ways to pass on wealthIt is becoming increasingly important to consider when and how you would like to pass on wealth to the next generation when the time comes. In this blog, Jennifer Duncan, Financial Planner in our Wealth team, discusses alternative ways to pass on your wealth.
Footer
Follow us
Arrange a free consultation with the team now
Have a general enquiry? Get in touch.