News and Events - Page 2

You may have noticed that we have been in touch earlier than usual to request your financial records for this year’s accounts and tax return season. We want to take a moment to explain why this change is necessary and how it benefits you.

With borrowing costs climbing and economic growth faltering, Chancellor Rachel Reeves is under pressure to find new revenue sources and that is stirring speculation about both fiscal drag and stealth taxes and also potential tax increases.

We are always pleased to support and engage in a wide range of community events across the local area and its surroundings, and these past few months have been no exception.

Friday, 20 June, saw us hold our annual GWA Golf Day at The Glen Golf Club, North Berwick. It was a glorious, sunny day, and the golf was of a very high standard, despite the blistering conditions.

Late Summer Bank Holiday Monday 25 August 2025: All offices - CLOSED

Risk appetite remained strong last month with the US and UK stock markets achieving new record highs. The first days of August have been a little more muted, with economic data proving mixed, but interest rates are on a declining path once again and may provide a lift.

Taxing and opting out of Winter Fuel Payments -

14 August 2025

2025 is proving to be a case study for those who believe time in the market is more important than timing the market.

We are delighted to announce that Daniel Bullen and Toby Douglas have recently completed their qualifications to become Independent Financial Advisers.

We are delighted to announce that Joseph Findlay and Matthew Taylor have been appointed as Partners with effect from 1 June 2025.

2025 has been a very noisy year so far. Important news has come thick and fast, be it related to trade tariffs, defence spending, artificial intelligence or other themes.