Our Dunfermline & Edinburgh offices will close at 5pm on Friday 23 December.
Both offices will re-open at 9am on Wednesday 4 January.
Thanks to our staff, clients, suppliers and business connections for the support you have shown us in the last year. It is greatly appreciated.
We wish everyone a Merry Christmas and a successful 2023.
Welcome to the latest edition of our Window on Wealth Summer 2024 wealth management newsletter. This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Be budget aware and don’t entertain a tax penalty when it comes to entertaining clients or rewarding staff. Your budget might not stretch to a ticket to the Euros or a trip to the Olympics but whatever you choose, allowable deductions could make your budget go further.
Welcome to the latest edition of our business newsletter Journal Entry. Our ‘Euros’ themed articles range from teamwork in business, to the tax implications of working overseas and allowable deductions for tax purposes when it comes to entertaining.