Category Archives: Blog

Claiming the third tranche of SEISS – a Sting in the Tail?

SEISS

HM Revenue & Customs have slightly changed the requirements for claiming the third tranche of the SEISS compared to the previous two tranches – but the result may have a major impact on the self employed’s ability to claim the SEISS.   When claiming the first two SEISS grants the […]

Proposed Changes to Capital Gains Tax

Capital Gains Tax

COVID-19 has borne witness to increased public spending on an unprecedented scale.  It has been estimated the UK is facing an annual bill of more than £300 billion to cover the cost of measures such as the furlough and self-employed support schemes. Earlier this year, Chancellor of the Exchequer Rishi […]

Wealth management with top customer experience

wealth manager customer experience

As a wealth management firm whose purpose is to ‘Make a positive difference to people’s lives’, we recently invited our clients to take part in global survey of investors run by Dimensional, an investment manager we work with. The results from the survey help us to develop our services to […]

Guide summarising government support for businesses

business support

Following the second national lockdown we have created a handy guide for businesses of all sizes to understand the support available to them and to find out more, including links to apply under the various schemes.   Over the course of the year the government has responded to the devastating […]

Letter from the Tax Office?

Letter from HMRC

We have been advised that HMRC is sending computer generated letters to taxpayers when the submitted 2019 personal tax return contains information that differs from the information held by HMRC.   HMRC uses data from many sources to cross check information reported on self- assessment tax returns. It could open […]

Brexit – Are you ready for the new customs paperwork?

Brexit guide

If your business imports or exports goods either as sales or in your supply chain, there are a number of things you need to do and be aware of with the Brexit transition period ending on 31st December 2020.   Regardless of whether a deal is reached between the UK […]

Furlough scheme extension and new national restrictions

Furlough extension

The government has announced it will restore furlough payments worth 80 per cent of wages for people unable to work during the new England-wide four week coronavirus lock down. The second national lockdown will close pubs, restaurants and non-essential shops from Thursday until 2 December up to Wednesday 2 December […]

How to accelerate business growth during a pandemic

business accelerator

Now more than ever being a business owner can be overwhelming. You may feel like you have cashflow pressure, no business strategy, low revenue or profit, people problems or generally feeling exhausted. The coronavirus pandemic has certainly become a heavy weight to bare. We have worked with some of the […]

What is green, clean and kind money?

good money week

The coronavirus pandemic has been a wake-up call for many of us in various senses, but especially when it comes to finances. That’s why the theme of this year’s Good Money Week is ‘Clean Slate Green Slate’, encouraging people to consider green investment options, particularly as nearly 40% of us […]

Drawing an income from your pension and investments?

power of attorney

If you draw income from your pension or investments ask yourself  – do you have a Power of Attorney in place? If you are taking an income from your pensions and investments and these are managed by a financial adviser, then you will likely meet up with your adviser at […]