Welcome to the latest edition of our Window on Wealth Summer 2023 wealth management newsletter. This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Business support hub articles
Inheritance tax accountants in demand as inflation impacts estate values
Inheritance tax accountants play a vital role in IHT planning as more estates are being investigated by HMRC amid rising property values and the impact of freezing the nil rate band.
Cloud accounting and the APP stack
Cloud accounting and the APP stack – get the most out of your cloud accounting software by using the in-built tools and adding extra apps to help automate your processes, saving time and money.
Auto Insight Magazine – How exposed is your business to fraud?
In the latest edition of the SMTA magazine Auto Insight, Director of Audit Jacqueline Whyte asks “How exposed is your business to fraud?” and examines what can be done to minimise the risks.
Apprenticeship Success
We are delighted to share our apprenticeship success as Lee Duncanson completes his course in record time as part of the Thomson Cooper payroll team. Â
Great Glen Challenge 2023
We will be entering a team into the Great Glen Challenge 2023 on Friday 25th August to help raise funds for the Royal Scottish Agricultural Benevolent Institution – RSABI. Can you help by sponsoring us?