Katy Investigates the New Probate Fees

  • 06/11/2018

The New Probate Fees – Just Another Death ‘Tax’? More details are emerging from last weeks’ budget which Darren reported on at the time. Today probate fees caught our eye and we see this as an issue that could affect our client’s estates. What are probation fees?  A fee which is paid when administering someone’s

Read More

What did today’s budget offer our Clients?

  • 29/10/2018

Mr Hammond’s 2018 budget, delivered to Parliament today, was billed as one of the toughest political juggling acts of a generation. With the Prime Minister having basically ‘spent the budget’ in her conference speech, the pressure was on for the Chancellor to deliver an ‘end to austerity’.  Comparisons were being drawn to the time when

Read More

Our Quick Glance Budget Summary

  • 22/11/2017

A Social Budget? As the Chancellor Mr Hammond took to the dispatch box to present his budget today, he perhaps attracted more interest than any Chancellor for many years. This budget was seen as one of the key indicators of the minority Governments direction of travel. Would we see a typical Conservative approach with tax

Read More

What does my recent tax voucher mean?

  • 15/06/2017

Last year, the Chancellor radically overhauled the tax reporting system for investments such as equities and fixed interest securities. This could have an effect on people holding equity or bond funds held in a collective investment account. For many years, the position was fairly simple. Basic rate tax was taken at source from both dividends

Read More

Our view on todays ‘pro big business’ budget

  • 08/03/2017

Britain was once affectionately described as a ‘nation of shopkeepers’. Our economy has long been propelled forward by the small entrepreneurs who choose to ‘go it alone’ selling their services and goods to larger businesses and the public and paying their taxes on the profits. Many Chancellors of both political persuasions have historically recognised this

Read More

Use it or lose it!

  • 03/03/2017

Katy Owen explains new ISA limits Did you know…… The ISA allowance for 2017/18 will be £20,000. For those of you who are not aware, the Individual Savings Account (ISA) allowance is the annual limit set by the Government to specify how much money can be saved or invested into a cash and/or stocks and

Read More


Download our brochure

Find out much more about us and the way that we work.