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Mark Tibbert
By Tax Partner Mark Tibbert

Below are some key financial dates and deadlines for October 2017

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Sheldon Cole
By Partner Sheldon Cole

 

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.

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Andrew Brown
By Partner Andrew Brown

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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Shona Godefroy
By Partner Shona Godefroy

 

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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Steve Cresswell
By Partner Steve Cresswell

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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Annette Stone
By Personal Tax Manager Annette Stone

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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