Personal
As with all aspects of our service, we aim to work with you to minimise your tax liabilities and maximise your wealth, and to build value and security for your family as well as your business. These guides are designed to provide you with personal planning essentials, but please contact us to discuss how we could help you.
Topical information
Budget 2013
This year's Budget was presented by the Chancellor on Wednesday 20 March. We have summarised the main changes together with a link to any subsequent announcements that relate to the Budget changes.
Read our Budget Report 2013 here.
Autumn Statement 2012
Against a challenging economic backdrop, the Chancellor's Autumn Statement in December 2012 outlined a range of measures aimed at making the savings needed to protect the economy and invest in programmes for growth.
An introduction to tax planning
Tax planning is the legal process of arranging your affairs to minimise a tax liability, and... Read more
Introduction to the tax system
An overview of how the tax system operates, including self assessment, corporation tax,... Read more
Planning aspects
Take control of your finances and enhance your prosperity. Review our wide ranging planning... Read more
Home aspects
Close to home - planning also includes your home and may extend to the children, trusts, and... Read more
Aspects of investments and investing
With so many investment returns at an all time low it is essential to address how to save for... Read more
Retirement and pensions
The pensions landscape is ever-changing, but the need to plan for the future is not. We look... Read more
VCT, EIS and SEIS
This section provides an analysis of the tax reliefs afforded by Venture Capital Trusts, the... Read more
