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Tax Year End

I hope you are well and easing into the new year. However, if last year is anything to go by, this year is going to fly by, and as such, we wanted to remind you of some key planning points to take care of in advance of the 5th April, and…
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The 2025 Autumn Budget

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Your Autumn Budget update - the key points and what they may mean for you After much speculation, the Chancellor has now delivered the 2025 Autumn Budget. It’s fair to say that many of the anticipated surprises failed to materialise, and…

Business Relief: What’s Changing and What You Need to Know

Welcome to the final topic we're going to cover in this, our, Pre-Budget series. Below, we’re looking at Business Relief, a long-standing inheritance tax break that has benefited business owners and, increasingly, investors using Business…
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Inheritance Tax Uncovered: What You Need to Know

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Don’t Let HMRC Become the Biggest Beneficiary of Your Will If I told you that you might have an unwritten, unwanted beneficiary of your Will, how would you feel? And if I told you that beneficiary was HMRC? That’s the reality many…
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Now’s the time…2025/ 2026 Allowances, Tax Vouchers and Mortgage Reviews

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As we settle into the new tax year, it’s a great time to consider how best to make use of the refreshed allowances now available. Acting early not only maximises the tax benefits but also gives your investments the valuable advantage of extra…

Autumn Statement

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As you will have likely seen, Jeremy Hunt delivered his Autumn Statement in the Commons yesterday – it was short and relatively uneventful given the financial gossip that has been floating around for the last few weeks. Whilst there aren’t…

Taking a closer look at LPAs

Let’s talk about the importance of a Lasting Power of Attorney (LPA). Many people associate this with something you do as you get ‘old’ but it’s just as important if you have a young family or are in the prime of your life.  We have…
My home is my castle

Are you looking to remortgage?

Now more than ever, we are sensitive to interest rate movements and the effect this can have on your mortgage.  Those of you fortunate enough to be locked into a good, fixed rate contract, can heave a sigh of relief. However, those of us (me…
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Planning for the New Tax Year

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We’re now all settled into the New Tax year and the usual allowances have been re-set – with a few post Budget amendments. Before we remind you of those, there is one opportunity that is especially time-sensitive and could be very important…
Tax Time

End of Tax Year Planning – Don’t miss the deadline!

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New (Tax) Year Resolutions We’re well into January now and those new years resolutions have either fallen by the wayside, or you are reading this at the gym whilst drinking a green smoothie! Don’t despair, if like me those resolutions have…
Sorting those ducks

New Tax Year Planning

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The new tax year started on the 6th of April and with that, the opportunity to make early use of your 2022/23 allowances. Getting your money to work in a tax-efficient manner at the beginning of the tax year can make a lot of sense (see the…
Spring into Action

Spring into Action with End of Tax Year Planning

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It’s worth noting that the Spring Budget is planned for the 23rd March this year – the Autumn statement was cancelled so we may see some changes announced in the Budget that may well impact your future financial planning. So, as usual, we…