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SG
Nov 6, 20241 min read
Thoughts on the budget for pensioners
Up to 5 April 20247 unused funds in a pension pot at the date of death are excluded from the taxable estate for inheritance tax purposes....
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SG
Nov 4, 20243 min read
Thoughts on the budget for small businesses
The biggest tax raising measure announced by the chancellor in her budget last week were changes to employer national insurance, taking...
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SG
Mar 13, 20243 min read
Tax Year End 2024: Getting the ducks in a row!
The British Tax Year The ancient Babylonian new year began in spring, following the agricultural year. In Tudor times, the business year...
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SG
Mar 12, 20243 min read
Thoughts on the 2024 Budget
National Insurance From 6 April 2024 the main band (£12,576 - £50,268 per annum) of employee national insurance is being reduced by 2%...
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SG
Jul 11, 20232 min read
In Memory of Philip Caplan
Many of you will know that around this time last year, I took over the business of Caplan Associates, and Philip passed away shortly...
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SG
Jun 4, 20231 min read
Capital Gains Tax: Tax-Free Allowance Reduced to £6,000
The UK government has announced that the tax-free allowance for capital gains tax will be reduced from £12,300 to £6,000 for the 2023/24...
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SG
May 3, 20231 min read
Price of Madness: Investment Asset Pricing
In the 17th century, the Netherlands was gripped by a period of economic speculation known as tulip mania. The value of tulip bulbs...
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SG
Mar 13, 20233 min read
5 April 2023: Tax Year End Checklist
After a tumultuous 12 months with 3 prime ministers, 2 monarchs, widespread public sector strikes, a jump in interest rates, and most...
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SG
Mar 28, 20222 min read
Tax year end checklist
As the 2021/22 tax year comes to a close, here are some important income tax spring cleaning ideas to consider before 5 April. 1) Pension...
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SG
Sep 13, 20214 min read
Tax Efficient Charity
At this point in the Jewish calendar between Rosh Hashana (Jewish new year) and Yom Kippur (Day of Atonement), it is traditional to be...
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SG
Aug 10, 20213 min read
Home Offices
I've been asked a lot about tax relief on home offices a few times over the past year as working patterns have shifted. Let's start with...
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SG
Jan 1, 20214 min read
Audit: a century of failure and how we move forwards
An audit is broadly a process when a supposedly independent accountant is paid by a business' management to ascertain whether the...
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