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Wealth Management

We believe in the personal approach. No matter what your size, your plans and aspirations we will always treat you and your funds with great respect.

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“Quality Advice Quality Service”

These words lie at the heart of what we stand for. We share a sense of pride in always providing Quality Advice and Quality Service. If you choose to work with us you’ll find our reputation is founded on traditional, professional values and a commitment to create real value for each of our clients.

About us

Royal Border Bridge Berwick


Latest Posts

Self-Assessment Tax Returns – don’t be hanging on the phone

5 reasons Self-Assessment customers don’t need to wait on hold

Autumn Statement 2023

Yesterday, Chancellor Jeremy Hunt delivered his Autumn Statement. We have sifted through the details and hope the following highlights, which we feel will be the most significant to our clients, will be helpful.

Golf Clubs VAT and Partial Exemption

Golf clubs have several different income streams that often takes them over the VAT threshold for UK VAT. This leads them to submit a Monthly, Quarterly or Annual VAT return. Most commonly golf clubs will submit quarterly returns. For Golf Clubs, being VAT registered opens the door for them to have to complete a partial exemption calculation.

Sporting Clubs and Corporation Tax Explained

Members’ sports clubs take on many forms of business structure.  Two of the most common structures, Community Amateur Sports Clubs (CASC) and unincorporated Members’ Clubs.