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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

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Complex employment rules are posing a threat to the competitiveness of UK business and the ability of firms to create jobs, a new report has claimed.

Cold weather puts freeze on business

The business climate for smaller firms suffered as a result of the extremely cold winter, a new report has suggested.

Adopt flexible working patterns to beat road congestion

Firms are being urged to introduce innovative work patterns in order to cope with congestion on the UK’s roads.

HMRC warns on PAYE penalties

HM Revenue and Customs (HMRC) has said that it is in the process of sending out penalties to those employers who have not yet returned their 2008/09 P11D(b) annual return of Class 1A National Insurance contributions.

Small firms need good broadband service

The government has been urged to make sure that small businesses receive a fast and reliable broadband service.

Workers soon to get right to ask to train

Employers are being reminded that new rules on the training rights of employees come into force in April.

Savings rates continue to dip

Returns on savings accounts have shown a significant decline over the past few months.

Pension schemes see fall in deficits

The shortfall in the funds held by the UK’s final salary pension schemes has declined significantly.