Latest Blogs

We share a behind the scenes glimpse into what we discussed at our recent Lunch & Learn with our tax experts!   Training is not only attending events or watching webinars. We make our training practical and share our experiences around the firm through our Lunch and Learn sessions.   Our most recent session starred…

With interest rates still relatively high, but now falling, those individuals and companies with surplus cash should consider a new tool for obtaining the best interest rate, whilst also minimising the admin involved in continually searching for and opening new deposit accounts.  Active Saver Platforms are a new price comparison style website, that allows savers…

Do you know whether Charities should report their cash flows? In this post we cover which charities are required to include a cash flow statement and the benefits of reporting cash flows.   Charities, like many other organisations, need to ensure transparency and accountability in their financial reporting. Per the Charities Statement Of Recommended Practice…

We recently visited the offices of Taylor Rose Solicitors to co-host a Post-Budget Forum at their Peterborough office on 18 November 2024, overlooking the fabulous Ferry Meadows country park.   At the event Nicholas Johnson, Partner at Taylor Rose and I lead the discussions with those in attendance from the local business community, professional advisors…

We ask the question, ‘Post Budget, should your pension planning strategy now change?’   The answer: Perhaps, but maybe not just yet. Here’s why…   A quick recap of the bad news: In recent years, some pension schemes have been increasingly used as a tax planning tool to transfer wealth without an inheritance tax charge,…

Rachel Reeves announced in the 2024 Autumn Budget that pensions will be subject to Inheritance Tax (IHT) from 6 April 2027. Pensions have always been a valuable IHT planning tool, but it seems not any more. However the actual tax charge could be up to 67% on the pension inherited, if not covered by a…

Double Cab Pick Up Trucks Are To Be Treated As Cars The 2024 Autumn Budget has introduced a significant change for Double Cab Pick Up trucks (DCPUs).   Starting from April 2025, DCPUs with a payload of one tonne or more will be treated as company cars for tax purposes. This change will impact both…

Do you know how to protect your charity from cyber crime?   Cyber crime is becoming more frequent in all aspects of life, due to the increased use of technology.   As a Trustee, it is part of your role to ensure that the Charity’s funds are protected, and the resources are managed responsibly.  …

Pre-budget the government has announced more significant rises in the minimum wage from April 2025. Known officially as the National Living Wage an increase of 6.7% will see the rate increase from £11.44 to £12.21 for employees over the age of 21.   An even larger increase for workers aged 18-20 of 16% sees the…

Many people decide to become a trustee to be able to give back to their communities. It is an exciting opportunity to benefit society and make a difference.   Trustees give their time, skills and experience to a good cause. They can also learn new and useful skills in their role too.   Charities in…