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Budget 2024: What the recent Budget announcements mean for estate and tax planning
Following the Budget on 30th October 2024, significant changes were announced that could affect the way individuals and families approach...
Rhoda Cooper
Mar 17


Succession planning post Budget
In October 2024 the budget introduced major changes to inheritance tax (IHT) and the taxation of pensions on death. In this article, we...
Rhoda Cooper
Mar 12


Finch Tax introduces Zenplans: A smarter way to organise your files
Our lives are made up of so many things, and nowadays almost everything is managed through an online account, which means we need to...
Rhoda Cooper
Mar 12


Year-end tax planning for maximum returns
As the tax year comes to a close, now is the time to review your financial affairs and make strategic decisions to minimise liabilities,...
Rhoda Cooper
Mar 12


How to avoid unscrupulous wills and trusts advisers
A recent survey by the Society of Trust and Estate Practitioners (STEP) highlighted the importance of using qualified, experienced...
Rhoda Cooper
Sep 22, 2023


Changes affecting income tax on low income trusts and estates
Following a consultation last year, the Chancellor used the 2023 Spring Budget to announce changes that will impact income tax on low...
Rhoda Cooper
Apr 18, 2023


Changes to the CGT Allowances
In his 2022 Autumn Statement, Chancellor Jeremy Hunt announced significant changes to the CGT allowances to help increase the Treasury's...
Rhoda Cooper
Apr 14, 2023


Changes to Self Assessment filing – delayed but on their way
In previous news articles, we have mentioned HMRC's plan to introduce Making Tax Digital for Income Tax and Self Assessment (MTD for...
Rhoda Cooper
Apr 14, 2023


A simple guide to the Spring Budget 2023
This is a basic guide prepared by ACCA UK's Technical Advisory Service for members and their clients. It should not be used as a...
Rhoda Cooper
Mar 21, 2023


Very satisfied Wills and Lasting Power of Attorney clients!
We recently conducted a survey with our wills and lasting power of attorney clients as we were keen to find out how our clients rated our...
Rhoda Cooper
Nov 24, 2022


A Guide to the Autumn Statement 2022
A guide to the Autumn Statement 2022 This is a basic guide, prepared by ACCA’s Technical Advisory team, for members and their colleagues...
Rhoda Cooper
Nov 23, 2022


A simple guide to the Mini-Budget 2022 (The Growth Plan)
The headline message from the Chancellor The Growth Plan 2022 makes growth the government’s central economic mission, setting a target of...
Rhoda Cooper
Sep 26, 2022


Tax and estate planning after a death
One of the services that we provide to clients is Will-writing. Our founder, Rhoda Cooper, has completed the STEP Will Preparation...
Rhoda Cooper
Sep 26, 2022


DIY probate and how we can help
Whilst we provide a full service to clients for Probate & Estate Administration, and have since 2016, we are getting an increasing number...
Rhoda Cooper
Sep 26, 2022


What’s involved with setting up a Trust?
Trusts are commonly used to provide income or financial stability to individuals who may not be able to take care of themselves, for...
Rhoda Cooper
Sep 17, 2022


Family trusts and registration deadline - 1 September
The following Trusts are some of the most common Trusts that we come across at Finch Tax. Will Trusts Property Protection Trusts Asset...
Rhoda Cooper
Mar 14, 2022


Splitting property income between spouses or civil partners
A common question I am asked by people is…. ‘Can we treat all property income on our jointly owned property as my wife’s because she does...
Rhoda Cooper
Mar 14, 2022


MTD for Income Tax – What is it and how could it affect you?
Making Tax Digital (MTD) is part of HMRC’s drive to digitise the tax assessment and collection process. Initially introduced for VAT...
Rhoda Cooper
Mar 11, 2022


Possible ways to reduce your tax bill - before 5 April 2022
I don’t know about you but, for me, the start of the year is where I look at my finances in detail. I look at where I can cut back and...
Rhoda Cooper
Mar 8, 2022


Your handy guide to the tax rates and allowances for 2022/23
In his 2021 Budget, Rishi Sunak, Chancellor of the Exchequer, announced a freeze of many tax rates and allowances. A summary of the key...
Rhoda Cooper
Mar 7, 2022
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