When we talk about trusts, we’re referring to a legal arrangement where ownership of assets is split between two parties: one who holds the asset (the trustee) and another who benefits from it (the beneficiary). This separation of legal and beneficial ownership opens the door to a range of financial and personal planning opportunities.
Blogs
Don’t Lose Your R&D Tax Relief: March Year-End Companies Must Act Now on Pre-Notification
If your company has a 31 March year-end and claims R&D tax relief, there’s an urgent change you need to know about. Due to recent HMRC rule changes, failing to meet the new pre-notification requirement could mean losing your ability to make a claim entirely.
Should You Own Your Investment Property Personally or Through a Limited Company?
If you’re thinking about buying an investment property—or already own a portfolio—one of the most common questions we’re asked is: “How should I own my properties? Personally, or through a company?”
Upcoming Companies House Changes: What You Need to Know for 2027
From 1 April 2027, all company accounts must be filed using commercial software, marking the end of paper and online (web-based) submissions.
Identity Verification Requirement from Companies House: What You Need to Know
As part of sweeping reforms under the Economic Crime and Corporate Transparency Act 2023, Companies House is introducing a new requirement: mandatory identity verification for all company directors and persons with significant control (PSCs).
Do I Need to File a Confirmation Statement?
A Confirmation Statement is a legal document to replace the long-winded Annual Return. It is quicker and easier to complete and is used to confirm the accuracy of key information held by Companies House.
How to leverage financial planning for business expansion
Learn how financial planning for business expansion optimises budgets, forecasts and funding so your UK firm can scale with confidence.
Spotting “HMRC” Scams
As we all know, scams are rife with people trying to get hold of your money and digital details by a wide variety of means.
HMRC Enquiries
For some time now, HMRC have been stepping up their compliance activities to close the tax gap. In the wake of the pandemic the need to back-fill the huge hole in the UK’s finances meant that this intensified.




