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Basis Period Changes

Basis Period Changes

Return your records to us as soon as possible

Following the changes to the Basis Period Reform that we covered in our Spring newsletter, we would like to remind clients to submit your accounts and personal tax records to us as soon as you are able – sooner, rather than later!

We are anticipating additional workloads this year due to the Basis Period Reform changes that are now coming in to effect and with clients moving to a 31 March or 5 April year-end.

We continue to review HMRC’s guidance around the reforms and changes and will provide updates with proactive, and hopefully easy to understand advice where required.

In the meantime, if you would like to discuss or clarify any issues relating to Basis Period Reform, please do not hesitate to get in touch.

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News and Events

The Importance of Diversification

As financial advisers, we often talk about the value of diversification within an investment portfolio. This blog post clearly illustrates the concept of diversification through a striking visual — the quilt chart.

Global Market Commentary – 11 November 2025

Another month, another gain for stock markets. It can’t continue like this forever and there are clear signs of profit-taking in some of the most popular trades. This feels like a test to see whether a renewed bout of “buy-the-dip” behaviour will drive stocks to fresh highs once the US government re-opens.

Berwick Rugby Club Support

We are always proud to support and engage with our local communities, and we're especially pleased to lend a hand to Berwick Rugby Club by providing new post protectors for their pitch.

Global Market Commentary – 7 October 2025

Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.