Individuals and private clients

The UK personal tax regime is complicated and we are here to help you optimise your tax affairs

Dafferns

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets maximises your net of tax proceeds and every IHT planning minimises the tax burden for the next generation
Brian King – Private Client Partner

01

Trusts, IHT and estate planning

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02

Private: Inheritance tax

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03

Pensions investments and protection

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The Dafferns Private Client and Personal Tax team

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Brian King

Partner, Private Client Tax

Karen Keeling

Partner, Head of Private Client Tax

Jackie Whitehouse

Private Client Manager

Keely Hughes

Private Client Manager

Megan Hall

Private Client Senior

Private client and personal tax news

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Budget: Inheritance Tax Relief Changes to APR and BPR

Keely Hughes

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Budget 2024: Capital Gains Tax (CGT) Changes

Karen Keeling

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Budget: Inheritance Tax Thresholds and Pensions

Brian King

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Autumn 2024 Budget Commentary

Brian Jukes

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Crystal Balls, Smoke and Mirrors

Brian Jukes

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CGT: Preserve your wealth in an era of shifting exemptions

Karen Keeling

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Increase in Companies House fees

Linder Whitmarsh

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Lost years, dance floors and Stinking Bishop

Simon Cossey

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Optimum director remuneration package 2024/25

Scott Whitmore

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Non Dom Regime Scrapped

Karen Keeling

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4% cut in Capital Gains Tax for residential property sales

Karen Keeling

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Budget changes for the high income child benefit charge (HIBC)

Karen Keeling

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Furnished holiday lettings regime will be abolished from April 2025

Brian King

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National insurance contributions cut by 2%

Brian King

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Video

Inheritance Tax and Estate Planning

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Dafferns

Case Study

Bedworth Health Centre

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Join our team! Prepare statutory accounts for UK S

Join our team! Prepare statutory accounts for UK SMEs, manage bookkeeping in Xero, prepare VAT returns & mentor trainees. Apply ➡️ Dafferns.com

#careers #business #accounting

Thank you Nigel for your lovely feedback, we’re

Thank you Nigel for your lovely feedback, we’re thrilled that the team have done a great job for you!

#clientfeedback #teamwork #thankyou

Today marks Time to Talk Day, a national initiativ

Today marks Time to Talk Day, a national initiative encouraging open conversations about mental health. You can find out more about the campaign here @timetochangecampaign

At Dafferns, we recognise the importance of mental wellbeing, not just within our team but across the broader professional community. Open discussions about mental health help break down stigma and create a more supportive and understanding workplace for everyone.

We want to take this opportunity to highlight the importance of accessible mental health support and remind our team of the various resources we offer to help prioritise wellbeing. Whether through internal initiatives, professional guidance, or open conversations, we are committed to fostering a supportive and inclusive environment.

Prioritising mental health is not just about having resources in place but about creating a culture where people feel heard, valued, and supported. By making mental wellbeing a core part of our workplace, we encourage open dialogue and ensure our team knows they can access support when needed.

If you or someone you know is struggling, we encourage you to reach out - whether within your own organisation or through external support networks. Mental health matters, and together, we can make a difference.

#timetotalk #mentalhealth #wellbeing #workplace #accountants

Continuous learning is key in our profession! As

Continuous learning is key in our profession!

As accountants, we undergo extensive training - refreshers, external sessions, guest speakers, and internal workshops to stay ahead and support the next generation.

Today, some of our team dived into business valuations, gaining valuable insights from our expert in the field, Brian Jukes.

#accounting #continuouslearning #businessvaluations

A huge thank you to Matt Whitehouse from @lilymae0

A huge thank you to Matt Whitehouse from @lilymae070210 for joining us today, sharing his family’s story and the support the foundation provides, for families in Warwickshire and the West Midlands who go through the heartbreak of baby loss.

We will be raising both awareness and funds throughout 2025 for this wonderful charity. Keep an eye out for the events we will be hosting and taking part in over the year - we would appreciate your support!

#charity #community #babylossawareness

We caught up with Bliss, one of our newest team me

We caught up with Bliss, one of our newest team members and Business Services apprentice, to hear about her first three months at Dafferns.

Here’s what she had to say: dafferns.com

#BusinessServices #CareerDevelopment #Apprenticeship #EmployeeSpotlight

Martin Gibbs, Brian Jukes and Karen Keeling reflec

Martin Gibbs, Brian Jukes and Karen Keeling reflect on the state of the world in January 2025.

* Reflecting on the October 2024 Budget and how it was way worse than we first thought.... with big impacts on Agricultural Property Relief, Pensions and Inheritance Tax, a huge increase in employer's national insurance and the impact on confidence and the UK economy
* Following up on our hugely successful episode 3 last year on ESG, we take a look the current state of ESG (Environmental, Social and Governance) in light of Germany's push back to the EU and a slow down in demand for electric vehicles
* And of course, the inauguration of Donald Trump and the roll on impact of this on everything…

Dafferns.com

#podcast #daffernomics #2025

Thank you to John Rimmer and Jim Goudie from the B

Thank you to John Rimmer and Jim Goudie from the BRI team who gave us an insightful presentation earlier today on understanding insolvency and the nuances of solvent liquidation.

#collaborating #learning #clientservice

It’s the final countdown Just 7 days left to fi

It’s the final countdown

Just 7 days left to file your tax return and avoid those dreaded penalties!

#deadline #taxreturn