Personal

As with all aspects of our service we aim to work with our clients to enable them to maximise their wealth and to build value and security for the family as well as the business. We find that our clients enjoy participating in the planning process and hence our commitment to this content-rich website.

Keeping our site up-to-date
Our site is always up-to-date and designed to provide our clients with an informed and timely service to complement our range of client services

Planning does not end with looking at these six Personal Guides. Having identified the areas that are of specific interest, please contact us in order that we can discuss how we can work together to enhance your overall wealth creation plans.

As with all aspects of our service, we aim to work with you to maximise your wealth and to build value and security for your family as well as your business. These personal planning guides are designed to provide you with useful information, but please contact us to discuss how we could help you.

Topical information

2012 Budget

The Chancellor has announced that this year's Budget will take place on 21st March 2012. We will be covering the announcements live on the day, and will provide a full summary of the measures and how they could affect you shortly after the day. Please keep an eye on our website for more information.

Finance Bill 2012

The draft clauses of the Finance Bill 2012 were announced shortly after the Autumn Statement. Read our summary here.

Autumn Statement 2011

The Autumn Statement 2011 included a series of announcements designed to strengthen the flagging economy. We provide you with a concise summary of the measures revealed. Read our Autumn Statement report »

Introduction to the tax system

An overview of the tax system including self assessment and the taxation of earnings from self employment.

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Home aspects

Close to home - planning also includes your home and may extend to the children, trusts, separation and divorce and so on.

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Retirement and pensions

A series of guides to retirements and pensions.

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Aspects of investments and investing

This section will introduce you to options available for savings and investments.

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Planning aspects

Take control of your finances and enhance your prosperity by visiting our planning guides. They will take you through the essentials of financial planning, from using your personal tax reliefs to making a will.

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VCT & EIS

This section provides an analysis of the tax reliefs afforded by Venture Capital Trusts and the Enterprise Investment Scheme, and highlights the important differences between the two schemes.

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An introduction to tax planning

Tax planning is the legal process of arranging your affairs to minimise a tax liability. There are more than 200 such provisions specifically written into tax law. You may invest in shares through an ISA, for example. Here the government encourages taxpayers to avoid tax.

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Business calendar

EC Sales List

EC Sales List

Due date for submission of normal quarterly EC Sales List for 4th quarter 2011

EC Sales List

Deadline for paper monthly return filing

CIS return date

Construction Industry Scheme : Monthly return due for period to 5th of month

PAYE/NIC/student loan payment

If paying by cheque, pay PAYE, NICs, student loan deductions and deductions from payments to subcontractors for the month up to the 5th of this month.

EC Sales List

Deadline for online monthly return filing

PAYE/NIC/student loan payment

Payment If paying electronically, pay PAYE, NICs, student loan deductions and deductions from payments to subcontractors for the month up to the 5th of this month.

Company accounts filing deadline

Company Accounts Filing Date

Filing deadline at Companies House (Northern Ireland: Companies Registry) of accounts for private companies with a year ended before 31 May 2011 and for public companies with years ended 31 August 2011

Intrastat

Due date for payment of supplementary declarations for January 2011

Corporation tax return date

Filing deadline for Corporation Tax Return Form CT600 for period ended 28 February 2011 to be submitted to HMRC

VAT Return Date

Due date for January VAT returns.

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Individuals

As with all aspects of our service we aim to work with our clients to enable them to maximise their wealth and to build value and security for the family as well as the business.

We find that our clients enjoy participating in the planning process and hence our commitment to this content-rich website.