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Global Markets Performance Update – 2021 Quarter 4

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

GWA Investment Webinar – Make the most of your year end tax reliefs

27 January 2022

‘Tis the Season ….to Get Ready

As we start 2022 we would like to remind you of some important tax deadlines coming up in the early part of the year.

Yes, you can contribute to someone else’s Pension

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

Scottish Budget 2022/23 Summary

The 2022/23 Scottish Budget was presented on Thursday 9 December. Amidst rising inflation and the continuing challenges of COVID and Brexit, there were tough decisions to be made. Take a look at our budget summary for more information.

Forward Planning is the Key to Selling Your Property

Are you thinking of selling or gifting a residential or commercial property? Before you do, it is worth considering how you can minimise any Capital Gains Tax liability.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 2

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Benefit payments to Post Office accounts are ending

From April 2022, HMRC will stop making any payments into Post Office Card Accounts because their contract with the Post Office is ending.

Year End Tax Planning Opportunities

Tuesday 5 April 2022 marks the end of the tax year. Make sure you use your current tax allowances and reliefs, which can help secure your long-term financial plans.

Autumn Budget 2021 – What you need to know

Following on our Budget Highlights article yesterday we have dug a little deeper into the Chancellor's Autumn Budget announcement.

Autumn Budget 2021 Highlights

As organisations and media outlets start to react to the Chancellor's Autumn Budget announced earlier today, we highlight some of the key points.

Global Markets Performance Update – 2021 Quarter 3

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.