News and Events

Our Office opening hours during the festive period are as follows:

Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs.

You should review your personal and investment situation before the April 2026 deadline to ensure you have made the most of any available allowances and reliefs.

From April 2026, the way many sole traders and landlords report their income to HMRC will undergo a major transformation.

Companies House has now rolled out mandatory identity verification requirements for Company Directors and People with Significant Control (PSCs). These changes form part of the Economic Crime and Corporate Transparency Act 2023, aimed at improving the integrity of the UK’s corporate register and reducing fraud.

Our Winter newsletter provides a timely update on Making Tax Digital and Tax Planning for the April 2026 year end. We also look at the New Companies House Identity Verification Rules and Planning for Care in Later Life.

Yesterday, Wednesday 26 November, Chancellor Rachel Reeves delivered her second budget. We have sifted through the details which we feel will be the most significant to our clients, and we hope the following review will be helpful.

Free Childcare Just Got Better – The Latest Update for Working Parents
Further to our blog post, 'understanding the new childcare allowance' back in September 2023 we have updated our article following the role out of these changes on 1 September 2025.

State Pension Payments Predicted to Rise by over £550 next year. The state pension is expected to rise in April…

Our Privacy Policy notice provides details of the personal data we collect from you, what we do with it,…

In our Summer newsletter we look at the the implications of 'Making Tax Digital for Income Tax'. We also highlight, 'Why We Are Requesting Your Records Earlier This Year' and touch on the Autumn Budget and planned Rural Seminars further into the year.
In addition we share news of two new Partners and two new Independent Financial Advisers within the practice.

The annual agricultural shows across East Lothian, the Borders, and Northumberland offer a great chance to catch up with our clients and associates. We were pleased to support both the Haddington Show and the Border Union Agricultural Show again this summer.