The Great British Budget 2024

The Great British Budget 2024

The latest Budget was the last chance for the current government to make meaningful changes to the tax system before the next election.   Surprisingly, there was nothing that radical announced. It was a Budget that benefited basic rate taxpaying workers more than...
What You Need To Declare To HMRC

What You Need To Declare To HMRC

If you are employed or retired, you don’t usually need to complete a self assessment tax return for your income and declare to HMRC (HM Revenue and Customs).   Employers and most pension providers will pay you via a payroll system such as PAYE (Pay As You Earn) so...
A Private OEIC – Your Own Family Investment Fund

A Private OEIC – Your Own Family Investment Fund

A private OEIC (Open Ended Investment Company) could be the solution if you have maxed out the allowances available for tax wrappers such as pensions and ISAs.   It is an alternative tax efficient way of investing large sums of wealth for you and your family.   What...