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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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Rory Brand

Rory Brand

Chartered Financial Planner

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21 February 2025

  • Wealth
Should I be planning my retirement to 100 and beyond?

When you are looking to the future, do you consider the possibility of living to 100 or further? This may seem unlikely and most don’t expect to live to the ripe old age of 100 but it may surprise you just how many are expected to receive a birthday card from the King.

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

Connect on LinkedIn

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.

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