Insights
Our experts provide their insights on the latest industry developments and share tips on accountancy and business matters.
Guest author
Partners Wealth Management
13 February 2025
The countdown to 5 April: Key tax planning opportunities‘Tax Year End’ and “you must be busy” go hand in hand in financial services. Every year the run up to 5 April can be hectic with new enquiries for time sensitive needs.
12 December 2024
Some key components to consider for a competitive workplace benefits packageThe workplace is very different to what it was, even five years ago and with this, what employees look for to feel rewarded has shifted.
28 November 2024
Tax-efficient giving: How strategic gifting can reduce your Inheritance TaxInheritance Tax (IHT) has become even more topical with changes afoot after the Autumn Budget. Coupled with the rise in property prices over the past few years, more estates have been captured in the Inheritance Tax (IHT) net and now with the inclusion of pensions potentially attracting IHT from 2027, the number of estates captured will surely rise even further.
17 October 2024
Autumn UK Budget Predictions 2024 - Personal TaxThe third blog in our series of Autumn Budget predictions focuses on what might be on the horizon for Personal Tax, and how individuals and unincorporated businesses may be impacted by the announcements to be made on 30 October.
Guest author
Partners Wealth Management
16 October 2024
How to be as tax efficient as possible if you are a higher rate taxpayerAs Benjamin Franklin said over 200 years ago, “nothing is certain except death and taxes”. The good news is death and taxes may be certain, but there are things you can do to mitigate both. With the first Budget announcement under the new government on the horizon, now is a good time to consider what you can do to be as tax efficient as possible.
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