SJB & Co Chartered Accountants

Inheritance tax

September 2025 Update – Autumn Budget, Inheritance tax, tax returns and Cycle ride update

Hello everyone, With the arrival of autumn we have the Budget to look forward to in November, tax returns to complete and MTD to prepare for and an update on our cycle ride last weekend. As ever, if there are any questions please do get in touch. Kind regards, Simon Autumn Budget – the Budget is […]

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August 2023 Update

Hello everyone, this month we are covering tax investigations, tax return completion, child benefit and inheritance tax – is it relevant to you?   As always, if there are any questions please let me know.Kind regardsSimon Tax investigationsThe thought of a tax investigation or visit from HMRC can be worrying for many. Some HMRC enquiries are

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Inheritance Tax (IHT) – Tax Free Gifts 2022-23                  

IHT is payable when a person dies, and their estate exceeds certain limits. It is also potentially payable on gifts made by an individual during their lifetime if the gift was made in the seven-year period prior to their death. Small lifetime gifts can be exempt. These include: Larger lifetime gifts are potentially chargeable to

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Newsletter of 25 August 2021

Building Better Futures International Supporting women and children in rural India through training and education programmes. We would like to celebrate the work of Building Better Futures International (BBFI- formerly Friends of the Poor in South India), operating in Tamil Nadu , South India. This small charity was set up by two of our clients

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