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Personal

As with all aspects of our service, we aim to work with you to minimise your tax liabilities and maximise your wealth, and to build value and security for your family as well as your business. These guides are designed to provide you with personal planning essentials, but please contact us to discuss how we could help you.

Topical information

Budget 2013

This year's Budget was presented by the Chancellor on Wednesday 20 March. We have summarised the main changes together with a link to any subsequent announcements that relate to the Budget changes.

Read our Budget Report 2013 here.

Autumn Statement 2012

Against a challenging economic backdrop, the Chancellor's Autumn Statement in December 2012 outlined a range of measures aimed at making the savings needed to protect the economy and invest in programmes for growth. 

Read our Autumn Statement 2012 summary here.

An introduction to tax planning
Tax planning is the legal process of arranging your affairs to minimise a tax liability, and with more than 200 such provisions specifically written into tax law, there are many areas in which planning can deliver tax savings.
Introduction to the tax system
An overview of how the tax system operates, including self assessment, corporation tax, inheritance tax and the taxation of earnings from self employment.
Planning aspects
Take control of your finances and enhance your prosperity. Review our wide ranging planning guides. which will take you through the essentials of financial planning, from maximising the use of your personal tax reliefs and allowances to making a Will.
Home aspects
Close to home - planning also includes your home and may extend to the children, trusts, and maybe even financial planning in the event of separation and divorce.
Aspects of investments and investing
With so many investment returns at an all time low it is essential to address how to save for the future even when times are tough economically. Here we look at some of the available opportunities for your savings and investments.
Retirement and pensions
The pensions landscape is ever-changing, but the need to plan for the future is not. We look here at the opportunities together with a summary of forthcoming changes to the annual allowance and lifetime limit.
VCT, EIS and SEIS
This section provides an analysis of the tax reliefs afforded by Venture Capital Trusts, the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme and the Seed Enterprise Investment Scheme, and highlights the important differences between the schemes.

Lerman Jacobs Davis

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