Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Angela Boag
Technical Specialist
14 January 2022
Trustees, your trust needs you!In case you missed it, the law around trusts has changed and now trustees (of most trusts) will have to register with HMRC, on the Trusts Registration Service, by 19 September 2022. Angela Boag, Technical Specialist in our Wealth team, explains further.
James MacAulay
Technical Manager
07 December 2021
Family is not an important thing. It is everything.Last Christmas was a very different experience for many of us due to the tightening of COVID-19 restrictions, and while no lockdown rules have been announced so far for this Christmas, speculation abounds about what may or may not be introduced. These unusual circumstances have prompted many people to consider what Christmas really means to them, and kindled a renewed appreciation for family.
17 November 2021
Investing for the greater good - what is ESG investing?Graham Burnett, Chartered Financial Planner, takes us through the move towards ESG investing, why more people desire their investments to be in line with a broader social conscience, and the importance of getting it right.
Valerie Wilson
Financial Planning Support
08 November 2021
Sustainable investingWith the significance of the Climate Crisis increasing, Socially Responsible Investing (SRI) has become more popular among many investors trying to do what they can to curb the increasing global warming temperatures.
08 November 2021
Can your business be your pension?Often, financial planners will advise on a diversified approach to retirement planning, with different income streams to maintain a reliable income. However, for many business owners the proceeds from selling their business can often be the main source to fund their retirement. Steven High from our Wealth team discusses.
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