Blog23rd Jun 2025The family agreement: future-proofing the family businessEmploying over 60% of the population, family-run and small businesses are the lifeblood of our communities. Yet, most family businesses do not have a succession plan; the family agreement is the essential framework needed to secure the business’s future. Fear…By Sarah-Jane MurphyView more
Blog23rd Jun 20254 key ways to effectively manage an informal grievanceEconomic uncertainty, stretched teams, hybrid working, and rising stress levels are taking their toll. This can lead to a decline in patience, empathy, and tolerance towards employees. Formal complaints have always been part of the employee relations landscape; however, what…By Ailsa SmillieView more
Blog19th Jun 2025VAT recovery on pension investment costs: What’s changed?Yesterday, HMRC issued Revenue and Customs Brief 4 (2025), marking a major shift in the long-running saga of VAT recovery on pension investment costs. For businesses and trustees alike, this is more than a technical tweak—it’s a chance to simplify…By Gabrielle BirdView more
Blog13th Jun 2025Making Tax Digital (MTD): 4 steps to help you prepareFrom 6 April 2026 , Making Tax Digital (MTD) for Income Tax Self-Assessment will become mandatory for individuals with annual gross income of over £50,000 from self-employment and/or property income. This will be lowered to £30,000 from 6 April 2027 and £20,000…By Kirsty RinglandView more
Blog13th Jun 2025What is a Payment on Account?Is the 31st of July the forgotten payment deadline? Individuals who find themselves in the self-assessment regime know the significance of 31 January – the filing and payment deadline of the previous year’s self-assessment. The filing and payment deadline falling…By Carol EdwardsView more
Blog11th Jun 2025R&D Tax Claim Notification: What the New Rules Mean for YouWHAT IS THE NEW R&D TAX CLAIM NOTIFICATION RULE? If your company is planning to claim R&D tax relief, the R&D tax claim notification rule is something you need to know about. Introduced in April 2023, this rule means some…By Ross ParslerView more
Blog9th Jun 2025AI & Data: The key to better audits?Artificial intelligence (AI) is transforming the way the world looks. From the adverts we see across social media, to research and development conducted by major tech giants, to streamlining recruitment processes, AI is everywhere. There’s no doubt that it’s also…By Jordan TaylorView more
Blog6th Jun 20259 key steps for a fair and effective workplace investigationWhen issues arise at work, be it misconduct, grievances, or policy breaches, employers have a duty to respond promptly and fairly. A well-conducted workplace investigation isn’t just about ticking boxes; it’s about creating a fair process that protects your people,…By Vicky MadiganView more
Webinars & EventsWhat’s next for Inheritance Tax? Essential planning before 2026 & 2027The government have announced major reforms to the Inheritance Tax (IHT) regime, including sweeping changes to limit business reliefs and the inclusion of pension savings. Now is the time to plan ahead and minimise the impact on you and your…Date: 5th Jun 2025Time: 10.00amWhere: OnlineView more
Blog30th May 2025Foreign Income and Gains Regime: Everything you need to knowThe somewhat controversial concept of ‘domicile’ to establish UK tax liability has now been abolished. Instead, the Labour government has introduced an alternative tax break, aimed at those who, are perhaps long-term British expats, interested in returning to the UK,…By Carol EdwardsView more
Blog26th May 2025Income Tax Returns: 5 Key Reasons You Should Submit EarlyThe final submission deadline for the Income Tax Returns is 31st January, following the end of the tax year. So, for the tax year that ended on 5th April 2025, the return must be submitted by 31 January 2026. For…By Emily RobsonView more