Insights
New Year, New Budget – What Changes Could Impact Your Finances
The new calendar year can ignite a reenergised focus on new year resolutions and opportunities for the year ahead. Many are busy preparing accounts as self-assessment tax returns that fall due on 31st January and planning new budgets for the months to come....
Director’s Message: ‘A year we can build upon’
To Our Clients, Colleagues and Friends, This last year has thrown many challenges our way, whether it be recovering and finding our way again, after an unprecedented 2020, or with new projects and goals that we all have set. Its been amazing to see the enthusiasm,...
The Autumn budget has been delivered: Investing in public services & infrastructure.
The Autumn budget has been delivered by chancellor Rishi Sunak and a key area he focused on on was investment in public services and infrastructure. But lets take a closer look at announcements relating to taxations, including Inheritance (IHT), Allowances,...
Three reasons to be on the front foot with VCTs this year
There’s good reason to expect demand for Venture Capital Trusts (VCTs) to be high this year. Fundraise capacities are limited and we’ve seen some of our VCTs fill in a matter of weeks in the past. So it makes sense to be proactive for VCT season to avoid disappointed...
Five Reasons Why You Should Have Business Insurance
Home and Motor insurance protects our biggest assets in the event of an accident or other traumatic events in your personal life. Your business provides you with the income to buy your home and vehicles, so why wouldn't you protect it? Here are five...
Inflation
Inflation up two per cent! Prices rising faster than ever! We’re all used to seeing the headlines when the Government’s statisticians announce that prices are on the rise. Behind these figures, however, is a constantly changing ‘basket of goods and services’ which is...
The millennial generation & wealth transfer paves the way for ESG investing boom
While ESG (environmental, social, and governance) investing is growing across all investor segments, it’s the millennial generation that’s leading the trend. A huge wealth transfer in the upcoming decades could change how money is invested. ESG investing involves...
Are you making the most of your ISA subscription allowances?
While recent restrictions may have delayed plans for many of us, they have certainly not put any delay on time as we find ourselves already a 3rd of the way through the 2021/22 tax year. There is no time like now to remind ourselves of our tax efficient...
What Is Inheritance Tax? What Are Your Allowances?
What is Inheritance Tax? Inheritance tax or IHT as its widely known is payable on everything you have when you pass away. 'In the UK it is tax levied on property and money acquired by gift or inheritance' - Definitions from Oxford Languages This includes all the...
Stamp Duty Holiday Winds Down, So What Does It Mean For You?
Last July the Chancellor, Rishi Sunak, unveiled a Stamp Duty Holiday in an attempt to boost the housing market after the first national lockdown. The threshold at which buyers start paying stamp duty raised from £125,001 to £500,001 in England and Northern Ireland. In...
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