Category Archive: Financial Planning

Financial techniques to maximise your business’ growth

To successfully grow your business, you need to not only know your current business position but also where you want to be in three or five years’ time.

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Understanding Inheritance Tax and the implications for your finances 

Inheritance Tax (IHT) can be a sensitive and uncertain topic when discussing with loved ones, but it is something that cannot and should not be avoided. 

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Year-end tax planning strategies for #SmallBusinessSaturday

As we approach the 31 January 2024 tax return deadline, it’s crucial for sole traders, to be well-prepared and aware of your obligations.

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How fintech lending can help SMEs unlock new financing opportunities and boost growth

The current economic climate is less than favourable for small and medium-sized enterprises (SMEs).

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100 days until the Self-Assessment deadline: Are you ready?

We are now only 100 days away from the Self-Assessment tax deadline on 31 January 2024.  

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Why you should use double-entry bookkeeping in your business finances

The term “double-entry bookkeeping” is often mentioned as a cornerstone for managing a business’s finances.

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How management accounts can help your business

Management accounts are vital in keeping on top of your business’s performance. But what are they, and how do they work?

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Five strategies for leveraging financial forecasting

In the dynamic world of business, financial foresight is not just a luxury; it’s an essential ingredient for success.

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Best practices for business and personal finances

Mixing personal and business finances is a common mistake that many entrepreneurs, freelancers, and small business owners make.

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Navigating estate planning and Inheritance Tax: what you need to know

HM Revenue & Customs (HMRC) recently announced that Inheritance Tax (IHT) receipts were up by £200 million between April to July 2023, making this a record high.

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