Your Money

We can help and provide the latest information for tax and financial issues affecting private individuals.

Personal Taxation

  • An introduction to self assessment
  • Planning for a year’s prosperity
  • Making a will and other related matters
  • Inheritance tax planning – ways to minimise your estate’s liability to inheritance tax
  • Tax aspects of your home and tax issues for homeowners
  • Stamp duties
  • Separation and divorce
  • Tax consequences of marriage breakdown
  • Giving to charity
  • Interest and tax payments
  • Pension credit – credits available and how to apply
  • Supporting your children – tax consequences of assisting your children financially
  • Child Tax Credit and Working Tax Credit
  • Child benefit: income tax charge for those on higher incomes
  • Income tax charge relating to Child Benefit for higher earners
  • Recent changes affecting landlords of residential properties
  • Summary of the new changes affecting landlords of residential properties. 
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Savings and investments

  • Tax efficient investments
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Scheme (EIS)
  • Capital gains tax EIS deferral relief
  • Tax aspects of property investment
  • Tax considerations for investing in property
  • Buy-to-Let properties
  • Tax implications of trusts
  • Pension schemes, contributions and tax relief
  • Seed Enterprise Investment Scheme
  • The new tax advantaged venture capital scheme
  • Capital gains tax (CGT)
  • The pension auto-enrolment scheme
  • Accrued Income Scheme
  • Capital Gains Tax on disposal of chattels
  • Tax planning on newly redefined chattels
  • New pension rules for 2015-16 – Pension allowance changes

To find out more about how we can help with money management and tax planning, please get in touch.