by Lisa Dickson | Dec 8, 2024 | Personal Taxes
As an accountant, two of the most frequent questions I hear is: “How should I spend my money?”, or “How much of what I earn, should I put aside for tax?”. These are vital questions because getting it right means you’ll...
by Lisa Dickson | Jun 15, 2024 | Personal Taxes
Understanding the basics of financial planning Financial planning is undoubtedly the bedrock of successful wealth management, serving as the critical first step in a lifelong journey of financial growth and security. The process begins with a thorough evaluation of...
by Lisa Dickson | Apr 23, 2024 | Personal Taxes
Navigating your finances with confidence As we step into the 2024/25 tax year, it’s now more important than ever to take a proactive approach to managing your personal finances. Whether you’re navigating the complexities of income tax, considering investment...
by Lisa Dickson | May 22, 2022 | Personal Taxes
How to prepare and protect your estate. We are all somewhat used to living with economic doom and gloom at present, from sky-high inflation rates to tax rises being splashed across the news headlines. But recent analysis from the Office of Budget Responsibility shows...
by Lisa Dickson | Apr 4, 2022 | Personal Taxes
Tax changes kicking in from 6 April. By the time you’re reading this, the new tax year is either just about to start or has already started. Some of the changes have been public knowledge for months now and some of the rises have been anxiously awaited as the country...
by Lisa Dickson | Aug 23, 2021 | Personal Taxes
Increasing house prices raise inheritance tax risk. Soaring house prices coupled with certain thresholds being frozen in the most recent Budget have the potential to drag more estates into the inheritance tax net over the coming years. Back in March 2021, Chancellor...