Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
13 February 2025
The countdown to 5 April: Key tax planning opportunities‘Tax Year End’ and “you must be busy” go hand in hand in financial services. Every year the run up to 5 April can be hectic with new enquiries for time sensitive needs.
11 February 2025
Ten Questions with Private Client Tax Director – Chris HodgsonChris is a highly experienced private client tax specialist with over 37 years of expertise, focusing primarily on advisory work. As a qualified Chartered Accountant and Chartered Tax Advisor, he brings a deep understanding of both personal and corporate tax matters, offering strategic insights and tailored solutions to his clients.
31 January 2025
Private Equity Investment: realising value while retaining a stake in your businessPrivate equity can provide business owners with the option to realise some of their net worth tied up in their business whilst retaining a meaningful stake and the opportunity to benefit from further growth in shareholder value.
31 January 2025
Market Commentary January 2025Working in conjunction with our investment research partners, Square Mile, they have prepared a market commentary report and a video covering quarter four of last year.
In this video, Mark Harries, Chief Investment Officer at Square Mile, discusses their views on the global economic backdrop, as well as what is happening in bond and equity markets.
08 January 2025
Financial Services predictions for 2025As we enter 2025, it’s time to look forward and consider what the year ahead may hold for the Financial Services sector. Continuing change and volatility across global and domestic markets makes forecasting particularly challenging, but our Financial Services team have identified key trends that are likely to be evident over the next 12 months.
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