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As with all aspects of our service, we aim to work with you to maximise your wealth and to build value and security for your family as well as your business. These personal planning guides are designed to provide you with useful information, but please contact us to discuss how we could help you.

Topical information

2012 Budget

The Chancellor has announced that this year's Budget will take place on 21st March 2012. We will be covering the announcements live on the day, and will provide a full summary of the measures and how they could affect you shortly after the day. Please keep an eye on the Budget area of our website for more information.

Finance Bill 2012

The draft clauses of the Finance Bill 2012 were announced shortly after the Autumn Statement. Read our summary here.

Autumn Statement 2011

The Autumn Statement 2011 included a series of announcements designed to strengthen the flagging economy. We provide you with a concise summary of the measures revealed. Read our Autumn Statement report »

An introduction to tax planning

Tax planning is the legal process of arranging your affairs to minimise a tax liability. There are more than 200 such provisions specifically written into tax law. You may invest in shares through an ISA, for example. Here the government encourages taxpayers to avoid tax.

Introduction to the tax system

An overview of the tax system including self assessment and the taxation of earnings from self employment.

Planning aspects

Take control of your finances and enhance your prosperity by visiting our planning guides. They will take you through the essentials of financial planning, from using your personal tax reliefs to making a will.

Home aspects

Close to home - planning also includes your home and may extend to the children, trusts, separation and divorce and so on.

Aspects of investments and investing

This section will introduce you to options available for savings and investments.

Retirement and pensions

A series of guides to retirements and pensions.

VCT & EIS

This section provides an analysis of the tax reliefs afforded by Venture Capital Trusts and the Enterprise Investment Scheme, and highlights the important differences between the two schemes.

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