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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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Paul Shields

Paul Shields

Audit Partner and Head of Newcastle office

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04 December 2023

  • Audit & Assurance
  • Our people
  • CSR
Taking on a new challenge: my Hilton Hike journey for Team Solan

We caught up with new Partner in our Newcastle office, Paul Shields, as he ‘stepped’ up to take on a new challenge – a charity hike. 84,000 steps and 39 miles later, Paul reflects on completing the Hilton Hike; the toughest challenge he’s ever done.

James Stewart-Lockhart

James Stewart-Lockhart

Financial Planner

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28 November 2023

  • Wealth
Giving the gift of money this Christmas

As 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

Duncan Fernie

Financial Planner

27 November 2023

  • Wealth
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.

Andrew Davidson

Andrew Davidson

IT Audit Senior Manager

27 November 2023

  • Technology & Life Sciences
  • Audit & Assurance
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

  • Corporate Tax
  • Private Client Tax
  • Budget
Autumn Statement 2023: big money for business and pennies in the pockets of workers

Susie 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.

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