Last year saw the launch of Charnwood Accountants secure online portal and we are now well into our second year of using it. We are very happy to say that many of our clients have opted to use this facility with some really positive feedback. Some were a little sceptical in the beginning, but have gone on to find it a real time saving tool. (more…)
10 things to think about when changing your accountant or tax advisor
Changing Accountant is a big decision, we often see that clients are incredibly loyal to their advisor who may not be giving them the best service. If you are thinking about changing advisor, here are some things to think about. (more…)
The difference between audit, assurance and accountants reports
I’m sure you are all aware that medium and large companies require an audit but smaller ones generally do not. However, did you know that there are other options available to you regarding the level of assurance we, as Chartered Accountants, can provide regarding your company’s accounts? (more…)
USING THE NEW 2015 PENSION RULES FOR ESTATE PLANNING
urrent rules state that pension annuities lapse on the death of an individual, with no value passing to their children. In contrast, drawdown pensions can be passed on to the next generation, subject to a 55% charge on the fund. We were expecting an announcement of a reduction in this penal charge in the Autumn Statement, but the Chancellor decided to announce the change earlier than anticipated at the Conservative Party Conference. The changes will have exciting estate planning opportunities – please contact us and/or your financial advisor to discuss these in more detail. (more…)
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