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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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Laura Carter

Laura Carter

Early Careers Senior Manager

08 October 2021

  • Business Advisory
  • Digital Advisory
How embracing digital could be easier than you think

Most businesses have had to implement some form of digital solution to continue operating during lockdown. However, your digital journey should not stop as lockdowns begin to lift and life returns to a sense of semi-normality, and for businesses who have not yet started their journey… the time is now.

Senga Prior

Senga Prior

Tax Senior Manager

07 October 2021

  • Private Client Tax
Annual Investment Allowance (AIA) changes

AIA provides full tax relief on qualifying plant and machinery in an accounting period subject to limits set by legislation. Currently the AIA limit is £1m but, assuming there are no changes in the Budget on 27 October 2021, this is set to reduce to £200,000 from 1 January 2022.

05 October 2021

  • Financial Services
Worthwhile projects need parenting - part one

As the summer holiday season draws to a close, our Financial Services team compare good holiday planning, and mobilising a significant change programme at work, in their latest whitepaper.

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

Connect on LinkedIn

04 October 2021

  • Wealth
Video Investment Commentary from Cornelian - September 2021

With global equity industries close to highs and the spread between corporate and government debt yields relatively high, the managers of the Cornelian Risk Managed Fund range have reduced the funds’ exposure to equities. Find out more in their latest video update.

Valerie Wilson

Valerie Wilson

Chartered Financial Planner

29 September 2021

  • Medical & Healthcare
  • Wealth
The importance of cash flow modelling for Medical & Healthcare professionals

As a medical and healthcare professional it can be difficult to envisage what your income, expenditure and goals look like in reality. This is where we can use a cashflow model tool to give you a visual representation of your financial goals and objectives. Valerie Cronshaw from our Wealth team discusses further.

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