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2009/10 Financial planning guide

What to do? Where to start? Who to ask?

Why not use our planning check list which highlights a number of key areas where we can advise? Complete this check list online, submit, and we will contact you to discuss and, if you wish, arrange a planning meeting.

At the beginning of each section, you will find a range of the areas where we can advise. To schedule a planning meeting or to review a specific area of tax planning, please contact us now.

With the reduced rate of economic growth and the impact of the recession, a review of your financial and tax planning is important. Maximising your net income, business and family assets should be high on everyone's agenda.

This area of our site contains an important range of personal and business planning guides. Guides that discuss your planning for the immediate future as well as guides that look more medium and long term.

Proper tax and financial planning can lower and defer the tax you pay, freeing up cash for investment, business or personal purposes.

Making sense of your planning and your finances requires more time and effort than ever in today's constantly developing, and sometimes fluctuating, economic environment, with higher earnings levels, increased wealth, increased property values, ever-changing tax laws and the wide range of financial products and solutions available.

This guide contains our thoughts and basic strategies that you might consider for the current tax year. However, there is no substitute for personal advice and we trust our website demonstrates our expertise and commitment to helping clients save tax.

Planning guides

Our Latest News

Firms look to marketing to drive business

Increasing numbers of smaller businesses are boosting their sales and marketing efforts in order to speed recovery in the aftermath of the recession, a new study has found.

VAT returns and payments are going online

Businesses need to be aware that significant changes to the way that VAT returns are filed and payments are made will be coming into effect very soon.

Budget date set for 24 March

The last Budget before the next general election will be held on Wednesday 24 March.

HMRC warns of date for making extra NI shortfall payments

HM Revenue and Customs (HMRC) has reminded some people that, if they wish to take advantage of the chance to top up more than six years of their NICs, they need to act quickly.

Reform regulations and business tax to help 'balance' the economy

The government has been called on to adopt a new approach in order successfully to rebuild and rebalance the UK economy.

Qualifying for full state pension to become easier

It will take people less time to qualify for a full state pension in the future.

Plan to balance public finances must be 'convincing'

The government needs to set out clear plans for reducing the budget deficit sooner rather than later, the CBI has argued.

Recovery to be fragile and slower than expected

The British Chambers of Commerce (BCC) has revised its forecast for the UK’s economic recovery, saying that the rate of growth will be slower in 2011 than had been anticipated.