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Scottish Budget 2024/25

The Scottish Budget plans for 2024/25 were announced by the new Scottish Finance Secretary, Shona Robison, on 19 December 2023 and included a new income tax band for higher earners in Scotland.

Planning for care needs

We often take steps to fund for future retirement, manage our Inheritance Tax position or make Wills, but planning for care needs is seldom at the top of our lists.

Why leave the future to chance…

In simple terms when we talk about business succession we mean the long-term plan for the business. In practice, it is difficult to cover all of the taxation and accounting issues surrounding succession in business across the generations in one short article, but here goes . . .

Global Market Commentary – November 2023

Last month we said ‘the key economic indicators could prove not too hot, nor too cold, but just about right for investors to feel comfortable’. There can certainly be no doubt about the stock market’s favourite fairy tale after November’s gains: Goldilocks wins, hands down. With inflation cooling rapidly and GDP and employment figures remaining stable on both sides of the Atlantic, the stock market has shaken off the bears and moved markedly higher.

Self-Assessment Tax Returns – don’t be hanging on the phone

5 reasons Self-Assessment customers don’t need to wait on hold

Autumn Statement 2023

Yesterday, Chancellor Jeremy Hunt delivered his Autumn Statement. We have sifted through the details and hope the following highlights, which we feel will be the most significant to our clients, will be helpful.

Global Market Commentary – October 2023

October was another difficult month for investors - the culmination of three consecutive months where stocks and bonds have declined together. However, the US and UK central banks provided “dovish” statements on November 1st and 2nd, stating policy is adequately restrictive in light of slowing inflation. Markets are now forecasting that further interest rate hikes are highly unlikely and have entered the new month on a positive note.

Watch out for scams 

Watch out for scams…  Protect yourself and your money HMRC is reminding customers to be wary of approaches made by fraudsters…

Rural Seminar with Galbraith & Turcan Connell

1 November 2023

What does your tax code mean?

HMRC has released a new tool to assist with understanding what a tax code means, how it is made…

Global Market Commentary – September 2023

The first half of 2023 produced good returns from overseas stock markets, as most economies proved more resilient than expected, despite forecasts of a recession at the beginning of the year. As the second half of 2023 progresses, those gains are being given back as higher interest rates and rising oil prices are taking their toll once again.

Unclaimed Child Trust Fund

Aged 18 – 21? You may have an unclaimed Child Trust Fund HM Revenue and Customs (HMRC) are advising that almost…