Publications

Our latest publications

Diversifying your investment portfolio

June 3, 2025

Diversification spreads risk across different assets, markets and tax wrappers. It helps private investors smooth returns instead of relying on a single share, fund or property. The principle is simple: assets rarely move in perfect sync, so setbacks in one area may be offset by steadier performance elsewhere.

Round- Up June 2025

May 29, 2025

Unemployment has risen to 4.5%, the highest level since summer 2021. The figure covers the first quarter of 2025 and marks a 0.2 percentage point increase from the previous quarter.

Spotlight On Navigating a business merger or acquisition

May 6, 2025

A merger or acquisition can open new doors for growth, streamline operations, and enhance market presence. Businesses across the UK often consider combining forces to improve economies of scale, benefit from complementary expertise, or secure new technology. Although this form of restructuring can bring advantages, it also involves risks if it is not managed correctly

News Round-Up May 2025

May 1, 2025

Nearly half of UK businesses are rethinking their recruitment plans in response to higher employment taxes and labour costs.

Spotlight On The state pension (May 2025)

April 29, 2025

Changes set for the 2025/26 tax year have prompted questions about how much pensioners will receive, how the system affects those who are planning to retire soon, and what individuals can do to stay informed.

Tax Card 25/26

April 3, 2025

Income Tax, Capital Gains Tax, Inheritance Tax All the tax information you need for the 25/26 tax year.

News Round-Up April 2025

April 3, 2025

Business activity across the UK private sector has fallen again HMRC’s clampdown on IR35 MTD - Landlords to receive letters in April

Spring Budget Report April 2025

April 1, 2025

The Government of the United Kingdom has typically held two major fiscal events each year – the Autumn Budget and the Spring Statement – with each updating on the economy’s performance, significant tax changes, fiscal measures and adjustments to allowances.

News Round-Up March 2025

March 26, 2025

HMRC cuts late payment interest Changes to inheritance tax on pensions from 2027 Bank of England cuts interest rates

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