New Partners webinar series
Accounts and management information
Familiarising yourself with elements of the statutory and partnership accounts.
Partner's personal tax
Understanding the implications of the change in tax status after becoming a partner.
Personal financial planning
The future importance of planning for the future.
Lifecyle of a Partner podcast series
Talking through the questions that may be going through your mind – and more importantly, what questions you should be asking.
Part 1: Listen now
Talking through some financial planning you may now need to be undertaking and the impact this position can have on your work/life balance.
Part 2: Listen now
Talking through some of the questions you should be considering pre-retirement and the importance of planning for this next stage of your life.
Part 3: Listen now
View our IHT hub
As partners in a professional firm, we know that you need proactive advice that is relevant for you. We offer you the reassurance that we understand your specific needs and concerns.
Our team is available to you when you need us. You can rely on us to provide the right advice and to support you throughout your career.
Create your life journey
Acting for a partner in a legal firm seeking tax advice surrounding his retirement from the partnership and the resulting tax impact. We provided detailed advice on:
Our client was able to feel assured and knowledgeable in respect of his tax liabilities given the change in his employment status. As a result, he was able to plan for the future with more certainty.
Acting for numerous partners of US law firms who are based in the UK but receive a share of the US profits. Each year we prepare their UK tax returns, a process which involves advising on matters such as:
This is a complex area which requires close liaison with HQ and a hands on approach to understand how everything fits together across the different jurisdictions.
We are in regular contact with our clients, ensuring that they understand their financial position at all times.
Insights and news
Profits for the self-employed
Tax rules on partner profits set to change
Tax bills for self-employed deferred for up to 12 months
What is financial planning?
Pension age to increase to 57 from 2028