Insights


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April 14, 2025

Where is your wealth?


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One of the nation’s largest investment managers has examined investors’ attitudes in the UK relative to other major developed G7 nations with interesting results.   Personal wealth distribution    Housing  Pension 

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April 8, 2025

Barnes Roffe has acted as lead corporate finance advisor on the sale of Introland Limited


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Barnes Roffe LLP has acted as lead Corporate Finance Advisor on the sale of Introland Limited to Kingley Holdings, a family-run investment company. Read more.

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April 7, 2025

Breaking down 2024 inflation


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Inflation fell in 2024, dropping to 2.5% from 4.0% in 2023. So why didn’t it feel like that? At the end of 2022, inflation in the UK, as measured by

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April 1, 2025

Tax planning strategies for 2025 – Succession planning and Employee Ownership Trusts (EOTs)


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Several changes were announced in the Autumn Budget that affected business owners’ succession planning. Find out how changes to EOTs, IHT, Pensions, Trusts and CGT could affect your succession plans.

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March 31, 2025

What does 31 January mean for online sellers?


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The end of January was not only the deadline for personal tax returns but also marked a new tax era for online sellers. In the first month of 2025, online

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March 27, 2025

Spring Statement – 26 March 2025


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INTRODUCTION In mid-March 2024, the then Shadow Chancellor, Rachel Reeves gave the Mais lecture to the good and the great of the City. In it she set out her broad

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March 17, 2025

Spring Statement 2025: Will the Chancellor announce more changes that will affect businesses and their owners?


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The Spring Statement (often referred to as the Spring Budget or Spring Forecast) will take place on 26 March 2025. But what might Rachel Reeves announce following all the significant changes in the Autumn Budget 2024?

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inflation
March 17, 2025

2024: a year of growth for investments


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The global market outlook showed an improvement for 2024 with the US achieving more than 20% returns for a second consecutive year. Index  2024 change  FTSE 100  +5.7%  Standard &

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March 14, 2025

Incentivising employees using an Employee Ownership Trust (EOT)?


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Lets explain the key aspects of an employee ownership trust, including its benefits to both shareholders and employees, its uses and setting up an EOT.

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March 11, 2025

Tax planning strategies for 2025 – Tax efficient profit extraction


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In recent years, the changes in Corporation Tax rates, National Insurance, tax-free dividend allowance and dividend tax rates, has altered the advice each business owner requires to ensure their company profits are extracted in a tax-efficient way.

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