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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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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.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

27 April 2022

  • Wealth
Market Commentary April 2022

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

Valerie Wilson

Valerie Wilson

Financial Planning Support

26 April 2022

  • Wealth
Rising costs, rising concerns

Most people have an understanding of the term inflation, how it works and phrases such as cost of living, prices index and other similar terms. In basic terms, inflation is just understanding how prices change over time and how things are more expensive today than they have been in the past.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

07 April 2022

  • Wealth
Video Investment Commentary from Cornelian - April 2022

Investment Manager Hector Kilpatrick, provides our Wealth team with Cornelian’s market outlook for April 2022.

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