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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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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.

Steven High

Steven High

Chartered Financial Planner

09 March 2021

  • Wealth
I hope you didn’t run from the negative return

Almost a year on from his blog on coronavirus and why you shouldn’t run from your negative returns, we’re back with an update on how the markets have behaved over the past 12 months.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

02 March 2021

  • Wealth
Market Commentary February 2021

In February, the vaccine rollout for COVID-19 continued at speed in the UK which created optimism in the market. Following the success of the continued vaccine rollout, a ‘cautious but irreversible’ route map out of lockdown was announced by Boris Johnson.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

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19 February 2021

  • Wealth
Investment commentary from BMO Global Asset Management - February 2021

Paul Green, Investment manager at BMO Global Asset Management, provides our Wealth team with an overview of the past year and an outlook for the year ahead.

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