Making tax returns easier: Our free gift to clients

Making tax returns easier: Our free gift to clients

Filling in your tax return every year is not something that most people look forward to. Things are changing, but many of us still find that dealing with HMRC is over-complicated. Don’t you wish there was a simpler way? As investment advisers, we like to make...
Something old, something new…

Something old, something new…

Something old As you might have noticed, we don’t like to share the ‘same old, same old’ information that everybody else shares. At this time of year, when the new tax year is looming, most advisers issue a checklist of things to remember. It’s...
CGT exemption: Use it or lose it

CGT exemption: Use it or lose it

Joe and Jane Public: “Hoorah! Our investments have grown!” Taxman and Taxwoman: “Hoorah! When you sell them, you will have to pay Capital Gains Tax (CGT) on your profits.” Tucana: “Aha! But there is a way to use your exemptions in order...
Why we love HMRC online services

Why we love HMRC online services

Exciting changes are happening at HMRC. Whatever you think of ‘the taxman’, HMRC can be surprisingly helpful. And now they’ve gone digital! They’ve recently launched an online portal where you can access all sorts of useful information and take...