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

An introduction to tax planning

Tax planning is the legal process of arranging your affairs to minimise a tax liability. Tax planning is a core component of our services.

Introduction to the tax system

An overview of how the tax system operates, including self assessment, corporation tax, inheritance tax and the taxation of earnings from self employment.

Planning aspects

Take control of your finances and enhance your prosperity by visiting our planning guides.

Home aspects

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.

Aspects of investments and investing

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.

Retirement and pensions

The pension rules are changing. The need to plan for the future has not.

VCT, EIS and SEIS

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.

Personal