Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
03 February 2022
The modern dilemma: what are the rules and do dates matter?Financial Planning always starts with the basics and making best use of them. As we approach the end of the tax year, Stuart Walker, Chartered Financial Planner and Associate Director, gives his top tips for making sure you use the valuable tax allowances that are available each tax year.
31 January 2022
Market Commentary January 2022Working in conjunction with our investment research partners, Square Mile, they have prepared a quarterly market commentary report and video covering quarter four.
25 January 2022
Financial Planning in a digital worldOne of the most profound and far-reaching effects of the COVID-19 pandemic for businesses, has been the acceleration of digital change. In this blog, Craig Hendry, Managing Director & Chartered Financial Planner, discusses how his team embraced these changes and quickly moved towards working more digitally, whilst safeguarding the security of their client’s data and financial information.
20 January 2022
Video Investment Commentary from Cornelian - January 2022Investment Manager Hector Kilpatrick, provides our Wealth team with Cornelian’s market outlook - recognising that the beginning of fiscal and monetary policy normalisation is likely to increase asset price volatility.
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.
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