Welcome to our 2024 Budget Report

As well as painful increases in Employer National Insurance there are important changes to Capital Gains Tax and new Inheritance Tax restrictions
Please get in touch if you need advice

There is a 4 month window for business owners seeking to sell before the new 14% rate kicks on gains up to £1m and 24% on other taxable gains from 6 April 2025
Now is an ideal time for Exit Planning ! Our 2024 Budget Report

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  •  Are you paying too much tax?

  • Have you optimised your profit extraction?

  • Have you done any tax planning for IHT or CGT?

  • The tax landscape is very fluid at the moment. It’s likely that tax rates, particularly CGT, could increase sharply over the next year or so, as the Government reduces its debt burden

  • We can provide a tax and wealth planning review, focused on reducing potential capital taxes and reviewing your extraction plans

  • We can also introduce an experienced financial advisor when you need pension, mortgage or protection advice