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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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Mark McKenzie

Mark McKenzie

Chartered Financial Planner

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06 June 2022

  • Wealth
  • Our people
My JC Path: From Business Development to Financial Planner

After joining Johnston Carmichael back in 2005, Mark McKenzie’s career path has taken him from Business Development to gaining his Chartered Financial Planner status as part of our Wealth team. Here, he tells us why he decided to make the move to Financial Planning and what keeps him busy outside of work (and busy he certainly is!).

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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01 June 2022

  • Wealth
Video Investment Commentary from BMO - May 2022

In this update, investment manager at BMO, Kelly Prior, looks at the latest challenges for markets, including the ongoing impact of the Ukraine conflict and rising inflation.

Mike Carter

Mike Carter

Chartered Financial Planner

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10 May 2022

  • Wealth
What is Business Protection?

If you are a business owner, you may have heard of “Business Protection” - but what does this actually mean? Mike Carter, Chartered Financial Planner, explains further while also looking at the different types of business protection available, and when each is most suitable for you.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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06 May 2022

  • Wealth
Video Investment Commentary from LGIM - May 2022

Katherine George, Sales Manager, Strategic Partnerships at Legal & General Investment Management, discusses with Paul Measures, Head of Intermediary Sales at LGIM the topic of Investment Stewardship.

Stuart Walker

Stuart Walker

Chartered Financial Planner

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28 April 2022

  • Wealth
Be careful if you are thinking of cashing in a pension early!

There is technically no limit to how much can be saved into a pension (or pensions) in a tax year, however there is a limit that exists in respect of the total that can be contributed which will benefit from tax relief and where no tax charge will result. Stuart Walker, Chartered Financial Planner in our Wealth team, takes you through everything that you need to know if you are considering cashing in your pension early.

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