Tax planning
The Government gives you various tax allowances and reliefs each year – and making the most of them can save you a lot of money.
Sort by:
Show me:
Blog
Charitable giving in your Will: The true impact on Inheritance Tax 3 min read
03/02/2026
There are many reasons why you might gift some money to charity, but many are unaware of the Inheritance Tax benefits.
Article
Important money dates for 2026
A rundown of the key dates and major money changes in 2026 that could affect your finances.
01/01/2026
3 min read
Article
Unpacking the Autumn Budget 2025: The key announcements from Chancellor Rachel Reeves
Our roundup of the Autumn Budget changes most likely to affect your financial plan.
26/11/2025
4 min read
Blog
5 top financial planning tips for the self-employed
Are you self-employed? If so, it’s essential to be proactive about your finances.
06/11/2025
4 min read
Blog
Talk to us about taking financial advice – book a free consultation
Organising your personal finances is important to you, and that’s why we believe the process begins with getting to know you – understanding your needs and goals, while you get to know us.
04/11/2025
3 min read
Blog
Menopause your finances
World Menopause Day 2025 falls on Saturday, 18th October. The day is dedicated to raising awareness about menopause, encouraging open discussion, breaking the stigma, and highlighting health and well‑being issues connected to menopause.
18/10/2025
2 min read
Article
Planning your finances in your 40s
Your 40s mark a pivotal financial decade. While many of us are reaching peak earning potential and recognising the need to focus on retirement and long-term finances, we’re often squeezed between multiple responsibilities – from supporting both parents and children to managing mortgages and home improvements.
19/05/2025
4 min read
Article
What is a Family Investment Company?
Family Investment Companies have become a popular alternative to Trusts due to their tax benefits.
06/05/2025
3 min read
Article
Ten higher-rate tax saving tips and strategies
A further 2.7 million people, according to the Office for Budget Responsibility (OBR), will be paying higher rate tax by 2028/29 due to frozen tax thresholds.
28/04/2025
4 min read
Financial Planning
Tax rates & allowances
How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2025 to 5 April 2026.
01/04/2025
5 min read
Blog
Spring Statement in brief: what you need to know
Rachel Reeves's Spring Statement confirms various tax rises as well as a £14bn package to repair the UK public finances.
26/03/2025
2 min read
Article
A guide to ISAs: The different types and how they work
With higher interest rates pulling more into the savings tax net and a tax raid on both capital gains and dividends, using an ISA has become even more important.
17/03/2025
4 min read
Blog
Tax year end 2024/25 | Important dates
One month to make the most of your pension and ISA allowances.
05/03/2025
2 min read
Looking for Factsheets?
Sort by :
Show me :