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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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06 April 2021

  • Wealth
Happy new tax year!

You must be thinking hasn’t the tax year just ended? Well you’re right, it has. And what a year it has been!

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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01 April 2021

  • Wealth
Market Commentary March 2021

A year on from when the Coronavirus pandemic took hold globally, the FTSE 100 has risen 18.37% and has also increased 3.55% over the past month. The positive performance throughout March has come as the vaccine rollout continues at high speed and restrictions are starting to be eased across the country.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

01 April 2021

  • Wealth
Investment Commentary from Cornelian – March 2021

Hector Kilpatrick, Senior Investment Director, Head of Risk Managed Funds at Cornelian gave our Wealth team an update at the end of March.

30 March 2021

  • Wealth
The balancing act of cash

We all need cash; to pay monthly bills; to provide for known future expenses; as a buffer in case of emergency; and simply to sleep at night. However, we also want to check that excess cash balances are not retained for the long term because in general, cash will lose value as the years slip by.

Jennifer Duncan

Jennifer Duncan

Financial Planner

11 March 2021

  • Private Client Tax
  • Wealth
Budget 2021: Personal finances

On 3 March, Chancellor Rishi Sunak, delivered his “Budget for recovery”. Without doubt this was one of the most anticipated budgets in memory, with much speculation on how he plans to deal with the huge black hole of debt accumulated during the pandemic. Jennifer Duncan, Financial Planner, takes you through what you need to know about how this may impact your personal finances.

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