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 2014

Details of the Chancellor's Budget Speech on 19 March 2014.

Read our Budget 2014 report

Year-end Tax Guide 2013/14

In the last four months of the tax year we update our final thoughts and strategies for planning to ensure that tax liabilities for the current tax year are minimised. We have left the guide for the last tax year on our site for information purposes. Please look at our tax guide for the current tax year here.

Read our Year-end Tax Guide 2013/14

Tax planning is the legal process of arranging your affairs to minimise a tax liability. Tax planning is a core component of our services.
An overview of how the tax system operates, including self assessment, corporation tax, inheritance tax and the taxation of earnings from self employment.
Take control of your finances and enhance your prosperity by visiting our planning guides.
Close to home - planning also includes your home and may extend to the children, trusts, and maybe even financial planning in the event of separation and divorce.
With so many investment returns at an all time low it is essential to address how to save for the future even when times are tough economically. Here we look at some of the available opportunities for your savings and investments.
The pension rules are changing. The need to plan for the future has not.
This section provides an analysis of the tax reliefs afforded by venture capital trusts, the enterprise investment scheme and the seed enterprise investment scheme, and highlights the important differences between the three schemes.