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22 Apr 2024
Go Green for Earth Day

Go Green for Earth Day

April each year is Earth Month, with Earth Day taking place today, April 22nd. This is all about raising awareness and encouraging action to support environmental projects and initiatives. But, if we are serious about combating climate change and its impacts, then more and more of us need to get on board and actively engage….

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7 Mar 2024
Budget 2024

Budget 2024

The early trailers in January 2024 for what is probably Chancellor Jeremy Hunt’s last ‘fiscal event’ featured Prime Minister Rishi Sunak promising “more to come” on tax cuts.  At the time, Mr Sunak’s bullish viewpoint puzzled some commentators because the Treasury had yet to receive even an initial assessment of the UK’s financial health from…

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1 Feb 2024
Meet the Financial Planning Team

Meet the Financial Planning Team

We arranged for a photographer to attend our Dundee office in December to take a team photograph as we wanted to help clients see the support that is available to them across our team.  Not everyone was available to attend for the photograph due to remote working or holidays however we managed to capture most. …

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8 Jan 2024
Tax Tip Planning

Tax Tip Planning

The final article in our series of Tax Planning Tips 2023/24. To see how we can help, please click here to get in touch.    Feed employees with free or subsidised food in a staff canteen. Where the food is available to all employees, or all who work at a particular site, there is no…

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13 Dec 2023
Tax Tip Planning

Tax Tip Planning

The penultimate article in our series of Tax Planning Tips 2023/24. To see how we can help, please click here to get in touch.    Choose the most tax-advantageous structure for your new business. When starting a new business venture, it can be difficult to predict the level of income it will generate. If losses…

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22 Nov 2023
Tax Tip Planning

Tax Tip Planning

The fifth article in our series of Tax Planning Tips 2023/24. To see how we can help, please click here to get in touch.    Plan to maximise your inheritance tax (IHT) nil rate band on death. Everyone has a nil rate band of £325,000 on which no IHT is charged. If you have children,…

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1 Nov 2023
Tax Tip Planning

Tax Tip Planning

Continuing with our Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch.    Maximise tax relief on your pension contributions by using all of your annual allowance. The annual allowance for 2023/24 is £60,000, but you can also use surplus allowance from the previous three tax…

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12 Oct 2023
Tax Tip Planning

Tax Tip Planning

The third article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch.    Let rooms in your own home to one or more lodgers. Rent-a-room relief allows up to £7,500 of rent per property to be received tax free per year. The rooms…

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20 Sep 2023
Tax Tip Planning

Tax Tip Planning

Our second article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch.    Contribute up to £9,000 into your child’s Junior ISA. The fund builds up free of tax on investment income and capital gains until your child reaches 18, when the…

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