Becoming self-employed

Working for yourself offers a whole new world of freedom and challenges, but making the decision to become self-employed is just the first step.

Includes preparing for self-employment setting up, accounting for small businesses, your tax obligations, protecting you and your business, planning for retirement and building for success.

Tax planning tips

Updated and refreshed for the 2024/25 tax year, share 50 clear, concise and useful strategies to help your clients make the most of reliefs, allowances tax saving opportunities.

Includes personal and family tax, property, estate planning, savings and investment, retirement, business tax, employment and overseas aspects.

Later life planning

Financial planning for later life is increasingly important as more of us live for longer. Managaing your pension income and savings effectively to support your needs in later years should be a key consideration.

Includes planning fundamentals, income planning, life and health changes, the future of your estate and enjoying your later years.

Financial planning for women

Women hold increasing wealth but are less likely than men to seek targeted guidance on managing their financial affairs.

Includes identifying the financial planning challenge, cashflow planning, protection, retirement, saving and investing and managing changing circumstances.

ESG investing

Concerns about sustainable development, climate change and increased focus on corporate governance have fuelled the growth of environmental, social and governance (ESG) investing.

Our guide includes defining ESG, values and priorities, managing risk and navigating the pitfalls of greenwashing.

Investing in VCTs and EISs

Tax-incentivised investment schemes are available to attract private investors to new and small businesses. These complex, high risk investments require expert advice.

Includes the tax reliefs, types and rules governing the three current schemes – venture capital trusts (VCTs), enterprise investment schemes (EISs) and seed enterprise investment schemes (SEISs).

Living abroad – the tax rules

Moving abroad is a complicated area requiring specialist advice, particularly around the tax consequences of leaving the UK.

Includes understanding your residence status and what it means for tax planning, plus the implications on income tax, capital gains and inheritance tax, banking, savings and investments.

Year end financial planning

Are you making the most of your tax reliefs and allowances? As the tax year end approaches, it can pay to review your financial planning and maximise tax savings.

Includes income tax saving, directors and employees, capital gains tax, pensions and inheritance tax planning, tax-efficient investments and charitable giving.