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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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David Watson

David Watson

Chartered Financial Planner

25 October 2022

  • JC Wealth
  • Wealth
Market Commentary October 2022

Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and a video covering quarter three.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

06 October 2022

  • JC Wealth
  • Wealth
The future of the Financial Planning profession

In 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.

Peigi MacCrimmon

Peigi MacCrimmon

Financial Planner

13 September 2022

  • JC Wealth
  • Wealth
How to use cash flow modelling to plan for your family’s financial future

In 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.

Steven High

Steven High

Financial Planner

13 September 2022

  • JC Wealth
  • Wealth
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.

Jennifer Duncan

Jennifer Duncan

Financial Planner

13 September 2022

  • JC Wealth
  • Wealth
Alternative ways to pass on wealth

It 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.

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