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Journal Entry Spring 2024
Welcome to the latest edition of our business newsletter Journal Entry. Our ‘Love To Learn’ theme looks at some of the most popular questions our team are asked to do with love and money. You can also find details of how to book onto our Budget & Beyond Economic Update events in Dunfermline and Edinburgh.
Charity of the Year 2024 – Alzheimer Scotland
We are delighted to announce that Alzheimer Scotland has been voted our 2024 Charity of the Year. The aim of Alzheimer Scotland is to make sure nobody faces dementia alone.
Year-end Tax Planning Guide 2023-24
With the financial year-end fast approaching, here is our free year-end tax planning guide to help you maximise your money. The guide provides insights and summaries of the primary tax reliefs
and allowances applicable for the remaining months of 2023/24.
2024 Budget and Beyond Economic Update & Networking events
Join us at our business networking events in Edinburgh and Dunfermline on Friday 8 March where we will provide a summary of the 2024 Budget announcement and what lies beyond for businesses.
How to manage your pension at 55
Reaching age 55 is when many people can start drawing pension income or it may prompt a review of finances and more in-depth retirement planning. If you are reaching 55 now or in the near future, our article outlines what you should be thinking about in relation to retirement.
Jacqueline Whyte Gains RI Status
We are pleased to announce that Jacqueline Whyte, Director of Audit,has gained Responsible Individual (RI) status. This means that the firm now has five RIs conducting regulated audit work for clients in the public, private and not-for-profit sectors throughout Scotland.
Scottish Budget 2024/25 Tax Update
We share our Scottish Budget Tax Update covering changes to income tax and Land and Buildings Transaction Tax (LBTT).
We’ve hit our £10k fundraising goal for Marie Curie
We are delighted to make a donation of just over £10,000 to Marie Curie, our ’Charity of the Year’, following the successful culmination of our year-long fundraising campaign.
Christmas Numbers Quiz
Do you know your Christmas numbers? We’ve mashed up some festive facts with some of our own ‘noel’ numbers. Try our ‘just for fun’ quiz and see how many you can get right.
Downloadable guides
SME Loan Fund for energy efficiency measures - interest-free loans with cashback available
May 6, 2021