0151 236 1494

News

Comments Off on Tell HMRC about shares and options in your company by 6 July 2017

Tell HMRC about shares and options in your company by 6 July 2017

Tell HMRC about shares and options in your company by 6 July 2017

It is time to file your employment related securities (ERS) tax return with HMRC. The deadline is 6 July 2017. What to report? All employers have to file annual tax returns reporting grants, lapses, exercises and awards of shares or share options during the tax year 6 April 2016 to 5 April 2017 (the tax … Continued

Comments Off on Now recruiting – Trust Senior

Now recruiting – Trust Senior

Now recruiting – Trust Senior

We have an opening for an ambitious individual to join our Trust Department. Ideally the person concerned should be looking to develop personally and to assist the Trust Manager and the team in growing the Department and looking for new opportunities within the existing client portfolio. The role is full time but 4 days a … Continued

Comments Off on Trading down Pension entitlement and Review of Pension Pots

Trading down Pension entitlement and Review of Pension Pots

Trading down Pension entitlement and Review of Pension Pots

As most people these days change jobs during their lifetime it is also common for people to build up a collection of different pension pots, making it difficult to keep track. A study by Aegon found that, of the 62% of people who have multiple pensions, more than a fifth (21%) have lost track of … Continued

Comments Off on Why we’ve partnered with FUTRLI software

Why we’ve partnered with FUTRLI software

Why we’ve partnered with FUTRLI software

Traditionally accountants help with your figures in a historical and reactive way. They would review what happened last month, quarter or year. At BWMacfarlane we’re not in business to be traditional. Our number one priority is you, your business and helping you to make the most of the figures. We want you to achieve greater … Continued

Comments Off on New Data Protection rules – General Data Protection Regulation (GDPR)

New Data Protection rules – General Data Protection Regulation (GDPR)

New Data Protection rules – General Data Protection Regulation (GDPR)

On 15 December 2015, the European Parliament, Council and Commission reached agreement on new data protection rules, establishing a modern and harmonised data protection framework across the EU. The Regulation was adopted by the European Parliament on 14 April 2016 with the new rules becoming applicable after two years to all members of the EU. … Continued

Comments Off on Charities: General Data Protection Regulation (GDPR)

Charities: General Data Protection Regulation (GDPR)

Charities: General Data Protection Regulation (GDPR)

On 25 May 2018, the General Data Protection Regulation (GDPR) will replace the Data Protection Act 1998 (DPA). This will change the way you can collect, store and process personal data. The principles of the new GDPR legislation are familiar from the DPA, but the obligations in some areas are more extensive. Under the EU … Continued

Comments Off on Financial Security – How can you always live the life you love?

Financial Security – How can you always live the life you love?

Financial Security – How can you always live the life you love?

We work alongside local independent financial planners to help you create a bespoke financial plan to help you reach your goals, whatever they maybe. It’s never too early or to late to look at your retirement plans. We can assist in helping you review if you’re on track and how to help you get there. … Continued

Comments Off on Auto-enrolment minimum contribution increases

Auto-enrolment minimum contribution increases

Auto-enrolment minimum contribution increases

By law, under automatic enrolment, minimum pension contributions are required to increase over time on set dates. Increases from the current total minimum contribution of 2% of “qualifying earnings” take place on 6 April 2018, rising to 5%, and on 6 April 2019, reaching a total minimum amount of 8% You can choose to pay … Continued

Comments Off on Making Tax Digital on hold – but businesses should still prepare

Making Tax Digital on hold – but businesses should still prepare

Making Tax Digital on hold – but businesses should still prepare

Plans to force every business and landlord operating in the UK to file four six returns a year online plus VAT returns have been put on hold ahead of the General Election on June 8. And the news has been welcomed by leading Merseyside accountant Peter Taaffe, managing partner of Castle Street-based practice BWMacfarlane. However, … Continued

Comments Off on Investing in small companies

Investing in small companies

Investing in small companies

ISAs and pensions are the most popular options for people saving for their futures. However, if you are an experienced investor with a significant portfolio of assets, there are other tax-advantaged products which may be appropriate. Known as ‘tax-led investments’, these include Venture Capital Trusts (VCTs) and the Enterprise Investment Scheme (EIS). Tax-led investments offer … Continued

Proud to win "Most Innovative Medium Sized Firm 2015" and "Best Customer Focused Business"