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Practical steps to pass on wealth tax-efficiently Intergenerational wealth planning is most effective when tax, investment, family governance and timing work together. This guide sets out practical options using current UK rules and allowances. It explains how to...
HMRC reviews directors’ loan account tax relief HMRC has started contacting tax agents to check whether companies correctly claimed relief relating to directors’ loan accounts. The letters ask agents to review filings where relief from tax was claimed on the basis...
Building a resilient savings plan. Irregular income, no employer sick pay and responsibility for your own tax bills make cash planning more important when you work for yourself. Yet many people have little to fall back on. The Financial Conduct Authority (FCA) reports...
The financial incentives for going green. Greener operations can help control costs and reduce risk. Many organisations are upgrading fleets, equipment and buildings to cut energy use and improve resilience. Official figures show UK greenhouse gas emissions fell by...
Staying informed helps business owners see changes coming, plan ahead, and adjust to a financial landscape that never stands still. In this month’s Caseron News Round-Up, we explore how the UK economy is moving again, why HMRC’s new R&D tool could make life easier...
Self Assessment survival guide Filing your tax return with confidence Self Assessment rarely sits at the top of anyone’s to-do list. Deadlines creep up, paperwork hides in inboxes and the rules change just enough to raise questions. This guide is here to make...
IR35 and off-payroll working A small business guide to IR35 Many small businesses rely on specialist contractors for flexibility and skills. That remains a sound approach, but the tax position needs care. The UK’s IR35 and off-payroll working rules govern when...
Starmer creates new Budget board for growth Prime Minister Sir Keir Starmer has moved to strengthen Labour’s grip on economic policy by creating a new “Budget board” that links senior ministers, advisers, and business voices. Meeting weekly, the board will coordinate...
Managing risk in your investment portfolio Tips for a balanced investment approach. Investment markets rise and fall, yet the goals that matter to you – retirement security, children’s education, a comfortable buffer against the unexpected – remain constant....
Scaling your business When and how to attract outside investors. External capital can accelerate product development, hiring, international expansion, and mergers and acquisitions (M&A). It can also help you professionalise reporting and governance,...