by Kate | Apr 7, 2025 | News
The start of the new tax year warrants as much planning as the end of the old tax year. While the end of the tax year on 5 April is a major focus of tax planning, it doesn’t end there. The following days may require much less immediate attention, but there is an...
by Kate | Apr 3, 2025 | News
Salary sacrifice has become an essential cost saving tool for employers given the rise in the National Insurance (NI) rate from 13.8% to 15%. By allowing employees to divert part of their salary into their workplace pension, employers reduce the salary on which they...
by Kate | Feb 27, 2025 | News
In January, we held a joint payroll webinar featuring experts Steph Butcher of EBCam and Susan Eldon of Affinia in which they provided essential insights on employee benefits and crucial changes to P11D reporting. During the session, guests were able to enhance their...
by Kate | Feb 10, 2025 | News
One of the simplest but most thoughtful things you can do for your loved ones is to make sure they know where to find your important documents. As financial planners, we often see families face unnecessary stress because key paperwork is hard to locate or missing...
by Kate | Jan 16, 2025 | News
A recent survey has raised questions about retirement readiness. One of the world’s largest investment managers, BlackRock, recently published its latest review of the UK’s retirement landscape. The work was based on a survey of 1,000 savers in defined contribution...
by Kate | Dec 12, 2024 | News
The latest Budget move to include pensions as part of your estate for inheritance tax (IHT) is a major change, with potentially significant consequences. At present, most pension benefits payable on death, whether lump sums or other income, are outside the scope of...
