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Can your pension benefit from the Lifetime Allowance changes

Changes to pension tax legislation announced in the Budget were extensive. Could it be that anything which encourages saving towards retirement should be welcomed?

Gifting Assets to your Children in a Tax Efficient Way

As we continue to battle the cost-of-living crisis, more than ever, parents and grandparents are considering gifting money or assets to help their children take their first steps to a financially independent future.

Tax and Crypto Assets

The increased interest in crypto assets has been noted by HMRC. If you invest or trade in crypto assets you need to be aware of how this will affect your tax.

GWA Staff and Community News – Spring 2023

Retirements, promotions, new starts there's lots to update about the GWA team. We've also been supporting a number of local community causes.

Global Market Commentary April 2023

Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.

Come and join us at the Summer Shows

Summer is just round the corner and we would be delighted if you came and joined us at the Haddington Show and the Border Union Show once again this year. 

Partner promotion for David Renton

We are delighted to announce that David Renton has been promoted to Partner on 1 May 2023.

Leave a Local Legacy

If you want to make a difference in your community, supporting local organisations through a donation or leaving a gift in your will could make a real difference. We explain how to give, and an overview of the tax benefits to giving.

Pension Auto Enrolment achieves over £114bn in savings

The introduction of the Auto Enrolment policy over 10 years ago has helped millions add to their pension pots.

Global Market Commentary March 2023

March 2023 was a month to remember. It started strongly, then the largest bank failures since 2008 created panic.

Changes to Lifetime Allowance…. we never saw that one coming!

You may have missed recent changes to the lifetime allowance (LTA). Here's what you need to know.

Tax Rates Guide 2023/24

Our pocket guide to 2023/24 tax rates will help you make sense of all the different areas of tax and how they might affect you. This useful guide outlines the tax rates for the next financial year.