Welcome to Our Summer 2026 Newsletter

As we move through another busy and successful summer, we are delighted to share the latest edition of the Greaves West & Ayre newsletter.

In this issue, we explore a number of important developments that could affect individuals, families and businesses in the years ahead. From the proposed 2027 changes to the Inheritance Tax treatment of pensions, to the continuing rollout of Making Tax Digital and upcoming changes to the reporting of employee benefits, there is much to be aware of and prepare for.

We also take a look at the continued success of the MGTS Qualis Funds as they celebrate their third anniversary, highlighting how a disciplined and diversified investment approach has delivered results through challenging market conditions.

Alongside these industry updates, we are pleased to reflect on a busy summer of events and community involvement. From our annual Golf Day and appearances at the Haddington and Border Union Agricultural Shows, to supporting local initiatives, charities and community groups across the region, we remain committed to the people and businesses that make our communities thrive.

Finally, we celebrate the achievements of our team, including the appointment of Sarah Strathdee as Associate, welcome new colleagues to the firm and recognise those marking significant service milestones.

We hope you find this edition informative and enjoyable. As always, if any of the topics covered raise questions about your own circumstances, please do not hesitate to get in touch with a member of our team.

Enjoy the rest of the summer.