Here you’ll find our latest articles, insights and news. Click on one of the specialist areas directly underneath to filter the articles for that topic.

Current Issues

Here you’ll find our latest articles, insights and news.

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NICs revisions and a pension alert for the self-employed

The NIC rates reforms are now live, but a legacy issue from a glitch in the National Insurance Contributions system is still a cause for concern for the self-employed.
Grey keyboard with green 'donate' button

Charity Update Spring 2024

In this bulletin, we discuss The Charities Act 2022’s final set of changes in March, the latest guidance for accepting, refusing and returning donations and The Financial Reporting Council’s latest review of Charities SORP FRS 102 (Third Edition).
Financial Services sector - digital style image image of graphs, numbers etc

Financial Services Update – May 2024

In this issue we cover the latest FCA developments and guidance notes for the sector.

Useful Tools

We've brought together a whole host of practical resources designed to assist you in your life and business.
Tax Facts 2024/25 - road with tax written over

Tax Facts 2024/25

Our summary of the key facts, figures and deadlines for the 2024/25 Tax Year
corporation tax rate rise implications - TAX in white in the middle with an orange background with pens, paper and other related equipment

Tax Facts 2023/24

Our summary of the key facts, figures and deadlines for the 2023/24 Tax Year, which has been updated following the 2023 Autumn Statement
End of tax year guide - purple background with red rocket in the centre

End of Tax Year Guide 2022/3

As the 5 April 2023 approaches, here's a simple guide to help with your end of tax year preparations and planning.

Ideas Library

Our Ideas Library collects together the meeting summaries from our regular Business Club in Godalming, which cover a host of business topics.

Harnessing the power of AI – the good, the bad and the chatty

Our May Business Club session focused on how businesses can make the most of AI safely and effectively.
Business owner retirement - sailing boat in the ocean

Silver sailing – retirement and exit planning tips for business owners

Our March 2024 session discussed how business owners can prepare for a comfortable retirement.
race track finish lines

How to ensure goals and plans definitely become reality

In our first session of 2024, Business Club members discussed how to keep the implementation of goals and plans firmly on track to success.


Our publications include our regular magazine, Shipshape.

Shipshape: Spring 2024

Our Spring 2024 Shipshape discusses the Budget, the Film and TV new tax credit regime, the latest on R&D tax relief, property tax changes, non-doms and much more.
Shipshape winter montage image

Shipshape: Winter 2023/4

Our Winter 2023/4 Shipshape discusses end-of-year tax planning, different business share options, residential property sector issues and much more.
Autumn Shipshape montage showing preview of pages

Shipshape: Autumn 2023

Our Autumn Shipshape discusses ESG issues for SME agendas, the new audio-visual creative tax reliefs, new basis period rules, pension tax relief and much more.