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Personal

As with all aspects of our service, we aim to work with you to maximise your wealth and to build value and security for your family as well as your business. These personal planning guides are designed to provide you with useful information, but please contact us to discuss how we could help you.

Topical information

2012 Budget

This year's Budget aimed to stabilise the economy, simplify the tax system and boost growth.
Read our Budget summary here.

Finance Bill 2012

Finance Bill 2012 has been published and is currently going through Parliament. Read our summary here.

An introduction to tax planning

Tax planning is the legal process of arranging your affairs to minimise a tax liability, and with more than 200 such provisions specifically written into tax law, there are many aspects to think about.

Introduction to the tax system

An overview of the tax system including self assessment and the taxation of earnings from self employment.

Planning aspects

Take control of your finances and enhance your prosperity by visiting our planning guides. They will take you through the essentials of financial planning, from using your personal tax reliefs to making a will.

Home aspects

Close to home - planning also includes your home and may extend to the children, trusts, separation and divorce and so on.

Aspects of investments and investing

This section will introduce you to options available for savings and investments.

Retirement and pensions

A series of guides to retirements and pensions.

VCT and EIS

This section provides an analysis of the tax reliefs afforded by Venture Capital Trusts and the Enterprise Investment Scheme, and highlights the important differences between the two schemes.