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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.

Avoid the Cost of HMRC Investigation

Tax investigations can happen to anyone – whether you are an individual or in business. Our tax protection service means you can rest assured that you are protected against the
professional costs associated with an HMRC enquiry.

Helping You Ease into the New Tax Year

Why not use our tax rates guide and online tax calendar to help you manage those important deadlines in the year ahead.

Spring Budget 2023 Highlights

We have examined the details of Jeremy Hunt's first Spring Budget and hope the following highlights, which we feel will be the most significant, will be helpful.

Global Market Commentary February 2023

For investors, February proved something of a mixed bag following very strong performance from risk assets in January.