Guides & Insights

Guides & Insights

Reducing the Burden on Your Estate

Inheritance Tax (IHT) remains a significant concern for many families, but with proper planning, it is possible to minimise the amount payable and ensure that wealth is passed down as efficiently as possible.

Tax Investigation

With the average tax enquiry lasting up to 24 months, the associated costs can quickly escalate, yet the cost of not fully defending enquiries can be substantially higher. This guide will give you more details.

Employee Ownership Trust

An EOT offers a solution that’s attractive to families trying to navigate succession with honesty. This comprehensive guide outlines the structured process for transitioning a business to an EOT model.

Supporting Farmers

Farming assets often qualify for significant tax advantages through Agricultural Property Relief (APR) and Business Property Relief (BPR). We help identify all available reliefs for your specific situation, ensuring you don’t miss valuable tax savings that could make a difference to your farm’s financial health.

R&D Tax Relief

HMRC has recently updated its guidance on subcontracted and subsidised R&D, following a string of taxpayer victories at the First-tier Tax Tribunal in 2024. These changes are significant and may reopen doors for companies that were previously deterred from claiming under the SME R&D tax relief scheme.

Inheritance Tax Changes

From family-owned factories to growing engineering firms, we provide practical,  advice tailored to UK manufacturing.A major tax change is coming in April 2026 – but with the right Will structure between spouses, it’s possible to double the new relief allowance and secure up to £2 million of your business assets tax-free.

 Tax Tips for UK Ltd Companies

If you’ve just set up a small limited company, one of the most common questions is: “What business expenses can I claim?” This concise guide covers often-overlooked areas, using the same real examples and topics mentioned by the speaker. Make sure you record all relevant expenses properly and ask your accountant if you’re unsure.

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