Tax strategies

Essential tax planning strategies.

This section contains a comprehensive guide to tax planning strategies for individuals and businesses. Make sure you contact us for information and advice specific to your circumstances.

Tax and financial strategies 2025/26

How tax planning can benefit you, and some recent changes.

A comfortable retirement

Planning for the end of your working life.

Exiting your business

Planning for a tax-efficient business exit.

Making the most of savings and investments

Take advantage of tax saving opportunities.

Planning for yourself and your family

Tax planning for private individuals.

Strategies for your business

Tax planning ideas for business owners.

Tax and employment

Tax issues for employers and employees.

Tax-efficient estate planning

Ensuring your estate is protected from the tax man.

12 May 2025

Record numbers file assessment in first week of new tax year

Almost 300,000 people filed their tax return in the first week of the new tax year, setting a new record, HMRC has revealed.

09 May 2025

Interest rates cut to 4.25%

The Bank of England has cut interest rates from 4.5% to 4.25%, the lowest rate since May 2023.

08 May 2025

HMRC criticised for delays in processing tax refunds

HMRC has come under fire for delays in processing tax refunds.

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Tax strategies

Record numbers file assessment in first week of new tax year

Interest rates cut to 4.25%

HMRC criticised for delays in processing tax refunds