Over the last 12 months we’ve seen a steady increase in requests, both from our clients and professional connections, for clarification on the various recent reforms to pensions, collectively known as ‘pension freedoms’. We are also speaking to an increasing number of our clients about the forthcoming changes to Inheritance Tax (also known as IHT). 

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We’ve always taken a keen interest in helping the next generation of aspiring accountants and financial advisers and encouraged the very best young minds to consider a career in this sector.

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The Charity Commission are promising a new and improved system for filing your charity’s annual return, this being available from 31 August 2017. 

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We are delighted to announce that, Justin Urquhart-Stewart, one of the UK’s most recognisable and trusted financial pundits, will be our special guest speaker at two (free to attend) events we are holding on 11 October, in Somerset (Weston-super-Mare) and Devon (Plymouth).

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This month we speak to Louise Rycroft, Senior Paraplanner, based in our Exeter office. 

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What is it?

In 2017 the Fundraising Preference Service (FPS) was launched. This has been set up to assist members of the public to control the nature and frequency of Charity communications that they receive.

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Having attended many HMRC PAYE and VAT visits at clients premises over the years there is a common theme of “easy pickings” for HMRC to discover and then raise assessments in respect of under-declared Tax. 

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Our steadily-growing financial planning team has been further bolstered by the arrival of Chartered Financial Planner Simon Lake.

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HMRC have been running a Let Property Disclosure campaign for some time now and over the last 12 months more people have come to me asking for advice in making a disclosure under the scheme.  Many people incorrectly think that if their expenses are exceeding their letting income that it isn't necessary to disclose their lettings on a self assessment return.

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We’re thrilled to announce we’ve been shortlisted for the prestigious British Accountancy Awards, our profession’s annual “Oscars” event, in the Mid Tier Firm of the Year category!

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