At HB Accountants, we understand how challenging it can be to keep up with the ever-changing financial landscape. Are you looking to make the most of the recent budget changes for your finances or business? We have exciting news. Join us for our first podcast, where two seasoned experts will break down everything you need to know in practical, easy-to-understand terms.
Podcast Experts: Who will be joining us on our Autumn 2024 Budget Playbook
Tax Expert Amy Thompson CTA
Amy Thompson, Tax Manager here at HB Accountants, and Andrew Willis, Financial Planner at Grosvenor Wealth Management, bring decades of experience to the table. Amy, a CTA-qualified tax specialist, will unpack the new tax regulations and their direct implications on your tax strategy.
Whether you’re handling personal finances or managing a business. Amy will share key insights on issues like changes in Capital Gains Tax (CGT) impacting General Investment Accounts (GIAs), the reduced tax efficiency of AIM shares, and essential tax-planning moves for the year ahead.
Financial Planning Expert Andrew Willis
Alongside her, Andrew Willis, from Grosvenor Wealth Management, with over 30 years in financial planning, will address critical topics in investments, pensions, and retirement. He’ll guide you through the implications of the Inheritance Tax (IHT) changes on pension death benefits, the upcoming cancellation of the British ISA, and how to navigate evolving investment strategies. Andrew’s practical advice will help you understand the key actions to take now, especially if you’re a high-net-worth individual or business owner.
Gain actionable insights and clear guidance on the significant Autumn Budget changes
- SDLT changes
- CGT changes including entrepreneurs’ relief
- The abolishing of the non-domicile regime and the new residence-based system
- Making tax digital roll out
- Employers NIC changes
- IHT on pension death benefits from April 2027
- How CGT changes will impact on GIA’s further
- Cancelling of the British ISA
- Reduction in IHT tax efficiency for AIM shares and BR schemes
- Extension and no changes to EIS/SEIS and VCT
With actionable insights and clear guidance on these significant changes, this podcast is a must-listen for anyone aiming to stay informed and make strategic financial decisions.
Listen to Podcast Episode 1: Autumn 2024 Budget Playbook
Don’t miss this opportunity to hear from two experts who can help you make sense of today’s complex financial landscape. Tune in, and let’s set you up for a smart, tax-savvy year ahead! Click the button to listen to our first podcast, Episode 1: Autumn 2024 Budget Playbook.
If you would like to talk to us about looking after your personal or business tax, call us on 01992 444466. We’re experts ready to support you and your business, no matter your company size or sector.
The information contained above is for general guidance purposes only. Whilst every effort has been made to ensure the contents are accurate, please note that each individual has different circumstances and it is essential that you seek appropriate professional advice before you act on any of the information contained herein. HB Accountants can accept no liability for any error.
Read our latest blogs below
- 3 reasons why a local accountant is better for your business
You may not know that local accountants HB Accountants, based in Hoddesdon in Hertfordshire and on the Essex border, was originally a London accountancy practice. We moved out to this lovely market town over 40 years ago and are so happy that some of our original London-based businesses are still our clients. - Fundraising for a defibrillator at Plumpton Road in Rye House Hoddesdon
A defibrillator recently saved the life of a family member. This is why we are fundraising for a defibrillator outside our offices at Rye House. Will you help? - Simple spreadsheet accounting or accounting software package: which is best for your small business?
A critical part of running a small business is managing your accounting. Not only do you need to manage the bookkeeping – the recording and organising of your financial data such as invoicing, expenses, payments and payroll – you also need to manage your accounts – the presentation and interpretation of that financial data including … Continue reading - HB Accountants Awarded Net Zero Silver Accreditation
With a renewed focus on reducing carbon emissions and greenhouse gases to help mitigate some of the damage we are doing to our planet, the Government has committed to a legally binding target of net zero emissions by 2050. - What you need to know about hiring an apprentice
We are delighted to share that HB Accountants has been recognised as the 26th Top SME apprenticeship employer in England! This achievement reflects the hard work and dedication we put into creating outstanding apprenticeship programmes and supporting our apprentices to succeed. We are committed to nurturing talent and investing in the next generation of superstar … Continue reading - Happy 50th Birthday to Karen Chase, HB Accountants Director
HB Accountants’ Director Karen is turning fifty! It’s inspiring to see her journey from starting at HB straight out of university, to becoming a Director. Find out some lesser-known facts about Karen and her fundraising work outside of HB Accountants…
