2024 February News and Insight
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2024 February News and Insight

In our latest newsletter, we share insight on how to improve your management information. It's a common question, and many business owners are able to solve it with some simple tools and techniques included in this article. We have also included a guide on how to tax efficiently extract profits from your business. For those at the start of the transition journey to becoming an employee ownership trust we share our recent article on the importance of independent valuations.


How can I improve my management information?

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Many business owners struggle to find the time to handle financial management tasks themselves. Outsourced accounting offers flexibility, expertise, and time savings. Discover more in our latest article. ?Click here...?


Weighing up the options for profit extraction in 2024

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How do business owners of personal or family companies make tax efficient profit extractions from their limited companies in 2024?? Remember, there is no strategy that suits everyone. It depends on a range of considerations, from your own personal tax position, how the company is performing, and its remaining shareholders. Find out?more here...


Independent Valuations for EOT Transactions

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Employee Ownership Trusts (EOTs) provide value in succession planning and fostering employee engagement, to promoting shared prosperity within companies. However, the success and integrity of EOT transactions hinge significantly on the fairness and accuracy of the valuations undertaken. Read more...?


Some important dates for your diaries

1 March 2024

ITSA: If your CGT and class 2 and 4 NIC have not been paid by today there is a 5% penalty imposed on 2022/23 income tax. Penalties may be avoided if you speak to HMRC in advance to arrange and agree a time to pay.?

?31 March

Annual Tax on Enveloped Dwellings (ATED): this is the deadline to amend returns and pay any outstanding tax for tax year 1 April 22 to 31 March 23.

?These dates & deadlines were correct at time of going to press.?


Keep in touch

If you would like to discuss any of the topics in our newsletter or need some advice on another matter please get in touch call 0118 911 3777 or email [email protected].

?Kind regards

Sean Hackemann,?Director

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