Our monthly updates

Pensions and inheritance tax: Preparing for the April 2027 changes. In this guide, we’ll explain all about the changes, which pensions are affected and how this impacts you and your estate.

This month we focus on Making Tax Digital for Income Tax: and how you can prepare for the April 2027 threshold, with this practical guide for sole traders and landlords approaching £30,000 in income.

Capital Gains Tax can arise in more situations than simply selling an investment for a profit. This guide takes a closer CGT including, what counts as a disposal and explains exactly what you should check before selling, gifting or transferring assets.

Late payment can turn a profitable sale into a cashflow problem. A business may have completed the work, paid its employees and suppliers, and accounted for tax before the customer settles the invoice. This guide explains late-payment rules and cashflow protection for SMEs. It also has some expert tips to help your business get paid on time.

Divorce or the end of a civil partnership often involves difficult personal and financial decisions. Tax may not be the first point on the list, but it can change the real value of a settlement. This guide sets out the main UK tax points to consider. It does not replace legal advice, and each case depends on the facts, the timing and the wording of the financial agreement. The important point is to check the tax position before signing a settlement, rather than after the assets have moved.

E-invoicing is moving from a software choice to a compliance and finance planning issue. The government has confirmed that e-invoicing will become mandatory for all VAT invoices from April 2029. HMRC and the Department for Business and Trade are due to publish an implementation roadmap during the Budget 2026 This guide explains what e-invoicing is, why the UK is moving in this direction and what businesses should plan before the Budget roadmap is published.

Associated company rules: Protecting your corporation tax thresholds - What every owner-managed group needs to know. This guide explains how the rules apply to accounting periods falling within the corporation tax financial year starting 1 April 2026, who counts as an associated company, and the practical steps that can help protect your position.

Salary sacrifice in 2026/27 - The benefits worth knowing and the limits to plan for. Our guide explains how salary sacrifice works in the 2026/27 tax year, where the savings sit, the pension changes due from April 2029, and the practical points to check before agreeing to an arrangement.

Director’s loans: How to stay clear of unwanted tax charges. This guide explains how director’s loan accounts work, when tax charges arise, and what practical steps can help keep the position under control.

Working abroad: Getting your UK tax residence right. This guide explains how UK tax residence works in 2026/27, what can still be taxable in the UK when you live abroad, and the planning points to consider before you leave, while you are overseas, or before you return.

Our guide to E-invoicing and how SMEs can get ready. E-invoicing has moved from a back-office improvement to a planning issue for UK businesses. The government has said that all VAT invoices will need to be issued as e-invoices from April 2029.

Our guide to giving to charity and the Tax reliefs you can use. Giving to charity is often driven by values rather than tax planning, but the tax treatment still matters. Used properly, the available reliefs can make a donation go further, lower your tax bill, or both.