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Staff News

Long Service Anniversaries

Congratulations to Stephanie Hogg in our Berwick office, who marks 20 years’ service with GWA.

Welcome

As our practice continues to expand, we are delighted to welcome several new colleagues to our team. Each brings a wealth of knowledge, fresh expertise, and genuine enthusiasm to our offices. We were delighted to welcome Adam McLachlan to our Three Counties team as an Independent Financial Adviser in September.

In our Berwick office we welcomed Kirsteen Porter to our cleaning team, Louise Roberts as our Group Financial Controller and Demi Simpson and Sarah Mulvey as Wealth Administrators.

Au Revior

Lorraine Little retired at the end of October after 40 years of service. We wish Lorraine a long and happy retirement.

Well Done

Ryan Reilly has achieved his ICAS CA exam qualification and Stephanie Rutherford has gained her ICAEW ACA exam qualification, congratulations to both of them.

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News and Events

Staff & Community News

At GWA, we are always proud to support and engage with the vibrant communities across Berwick-upon-Tweed, North Northumberland, and the Scottish Borders. These past few months have been no exception, with our team actively involved in a wide range of local events and initiatives.

MGTS Qualis Funds – Performance Update

The MGTS Qualis Funds entered 2026 with strong momentum following an impressive 2025. A defining theme across both portfolios has been disciplined diversification, with performance driven by a broad range of uncorrelated positions rather than dependence on any single macroeconomic call.

Budget Overview for both the UK and Scotland

Chancellor Rachel Reeves’ second Labour Budget was delivered in late November 2025 amid lots of speculation as to possible tax changes and given the backdrop of the significant changes made in the previous year.

Making Tax Digital for Income Tax

As we move into spring and edge closer to April 2026, the upcoming changes under Making Tax Digital for Income Tax are becoming increasingly important for individuals with trading or property income.