Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
28 November 2023
Giving the gift of money this ChristmasAs we approach the holiday period, some may be considering making gifts to family members - whether that be grandparents giving money to their grandchildren, or parents helping out their children during this season of giving. This could bring on concern over the inheritance tax (IHT) implications of these gifts. James Stewart-Lockhart, Financial Planner, explains further.
Duncan Fernie
Financial Planner
27 November 2023
Cash vs stocks and shares – which path should you choose?Over the last two years, financial advisers have been asked the same recurring question from clients: Shall I encash my investments to take advantage of higher interest rates offered by the banks? There are several factors that must be considered, but most of the time the answer to this question is no. Let me explain why.
27 November 2023
Watch out for phishing emails - they might ruin your Christmas!With online shopping on the rise, you need to be more aware than ever of those cyber grinches, out to steal Christmas. Andrew Davidson, IT Audit Senior Manager, gives his tell-tale phishing signs to look out for:
23 November 2023
Autumn Statement 2023: big money for business and pennies in the pockets of workersSusie Walker, Partner and Head of Tax, has commented on the Autumn Statement 2023. She said: “There was big money for big business, and a few extra pounds in the pockets of workers, but little to encourage or inspire start-ups and SMEs in the Chancellor’s Autumn Statement.” Read more here.
21 November 2023
Consumer Duty: a matter of trustIn a speech by Nisha Arora (Director of Cross Cutting Policy and Strategy, FCA) on 1 November, the most illuminating comments related to what firms can expect from the regulator. Amongst references to Consumer Duty being a golden thread and how they would use this to intervene early, the FCA are clearly expecting the Duty to improve customer confidence and trust.
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