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This month we speak to Simon Lake, our new Financial Planner based in the Plymouth office.
Final preparations are being made ahead of our Somerset biennial charity ball where many of the county’s leading businesses will gather to help us raise thousands for local good causes.
The Finance Bill 2017 (2) was published on 12th September and picked up most of the clauses which were washed out of the original bill, due to the general election. Hence the latest bill is being referred to as the Phoenix Finance Bill. Clause 60 to 62 and Schedule 14 deal with the primary legislation, but leave much of the detailed legislation to be provided by way of statutory instrument.
For many charities, the main recipients of their grant-giving are non-charity groups. Requests are received for funding and connections are made with organisations in the local community who need funding, which the charity can provide.
Below are some key financial dates and deadlines for October 2017
Giving employees and directors shares in their employing company has long been regarded as a sensible means of aligning their interests with those of the company’s shareholders.
There are, however, complications from a commercial and tax perspective.
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).
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.
The Charity Commission are promising a new and improved system for filing your charity’s annual return, this being available from 31 August 2017.
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).
