High-Income Child Benefit Charge

by Will | Apr 2, 2024 | Personal Tax, Planning, Strategy, TAX

Approximately 180,000 families are encouraged to reconsider claiming child benefit following changes to the high-income child benefit charge (HICBC), which apply from 6 April 2024, when the thresholds will be increased. You may have to pay the HICBC if you are...

Becoming a trusted advisor

by Will | Mar 12, 2024 | Accounting, Bookkeeping, Business, Customer Service, Exporting, Management, Marketing, Planning, Sales, Strategy

Becoming a trusted advisor to your clients involves building relationships and taking the time to understand their world. Becoming a trusted advisor instead of “just another supplier” takes time and necessitates providing value to your clients by focusing on helping...

March year end approaching?

by Will | Mar 5, 2024 | Accounting, Business support, Personal Tax, Planning, Strategy, TAX

Tax planning in arrears when the accounting date has passed is severely limited; please consider the opportunities that arise within the accounting period. There are many areas to consider, which can impact both your business and personal circumstances.  A few of the...

Setting objectives for 2024

by Will | Feb 27, 2024 | Accounting, Cash Flow, Management, Planning, Strategy

Set your firm up for success in the year ahead. The beginning of the year is a natural point in time to take a step back from the day-to-day aspects of running your business and spend some time thinking about what success looks like in 12 months’ time. What do you...

Global mega trends to navigate this year

by Will | Feb 20, 2024 | Accounting, Business, Management, Marketing, Planning, Sales, Security, Strategy, Technology

The world is constantly evolving, and this creates opportunities and challenges. Some of the key trends that businesses will have to navigate this year include economic volatility, the continued importance of environmental sustainability, geopolitical uncertainty and...

Financial Engineering

by Will | Jan 24, 2024 | Accounting, Management, Planning, Strategy

Financial engineering is the use of mathematical techniques to solve financial problems. Financial engineering involves the application of quantitative techniques and engineering principles to create innovative financial solutions. The objective is to address the...