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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Karen Keeling

Partner, Head of Private Client Tax

Jackie Whitehouse

Private Client Manager

Keely Hughes

Private Client Manager

Megan Hall

Private Client Senior

Iren Samra

Tax Assistant

Private client and personal tax news

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Winter Fuel Payments 2025/26: How HMRC will recover payments from higher-income pensioners

Karen Keeling

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Optimum director remuneration package 2025/26

Karen Keeling

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Spring Statement: A cautiously optimistic outlook

Karen Keeling

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Making Tax Digital (MTD) – Time to get ready

Scott Whitmore

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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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Video

Inheritance Tax and Estate Planning

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Dafferns

Case Study

Bedworth Health Centre

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Podcast Episode 10 – Reflecting on our first 10

Podcast Episode 10 – Reflecting on our first 10 years in AGN International. From Brexit to AI, cowboy boots to sushi – what a journey it’s been!

As we mark 10 years of Dafferns’ membership with AGN International, Martin Gibbs and Brian Jukes reflect on the transformation this partnership has brought, sharing memories and lessons from the last 10 years. Head over to Dafferns.com to listen to episode 10.

AGN International, an association of 200 member firms across nearly 100 countries has truly broadened our perspectives and transformed how we work. This milestone also coincides with Martin's retirement after 26 years as a partner – a fitting moment to look back.

Highlights to date:
Our first (daunting but rewarding) conference in Copenhagen
Becoming Brexit thought leaders – presenting globally and publishing widely-read insights
Leaning on AGN during the COVID-19 pandemic, providing critical support and knowledge-sharing
Gaining early exposure to AI and ESG trends through international collaboration
Attending 35+ global events and building lasting professional relationships
Helping clients expand internationally via trusted AGN connections
Developing future leaders through AGN’s partner development programmes
Reinforcing our identity as authentic, agile, and connected advisors.

#10yearswithAGN #globalconnections #international #connected

Our office will be closed this afternoon, as we ce

Our office will be closed this afternoon, as we celebrate the upcoming retirements of Martin Gibbs and Brian King.

After many years of dedicated service at Dafferns, Martin and Brian are preparing to begin a well-earned new chapter and adventure. This afternoon is about recognising their contributions and lasting impact they’ve had on colleagues, clients and the firm as a whole.

We thank them both for everything, they will be missed but wish them all the very best for the future!

We are delighted to announce a significant milesto

We are delighted to announce a significant milestone in our firm’s international journey.

Lucy Hatton, our Corporate & International Partner, has been appointed to the AGN International EMEA Board.

Lucy joins an elite group of nine board members from leading firms across Europe and the Middle East, working under regional chair Eric Seyvos of Paris-based BM&A.

#womeninleadership #EMEAboard #international

Mandeep spent a lovely sunny morning attending the

Mandeep spent a lovely sunny morning attending the @cwchampions Connect event at @ansty_hall with insightful presentations from Adam Cooksley, Faye Hampson and Dan Hemming!

We’re making the most of this beautiful weather

We’re making the most of this beautiful weather and had our annual team BBQ.

Sunshine, laughter, good food and great company – just how we like our team socials!

We may even need to do organise another one before the summer holidays begin…

#team #bbqseason #teambonding #summer25

There’s still time to join us Thursday morning f

There’s still time to join us Thursday morning for the @icaew Midlands: Career Journey – Transition to Partner event with @wrighthassall, @dafferns, Handelsbanken, Emily Ball-Goldfinch, Brian Jukes, Freya Summers, Dani Coe and Karen Claydon.

If you're aiming for partnership, wondering if it’s the right next step in your career or supporting others on that path, you won’t want to miss it.

Hear directly from those who’ve made the leap to partner as they share honest insights, lessons learned, and what they wish they’d known along the way...

Our very own Emily and Brian from team Dafferns will be chairing and speaking at the event!
#icaew #careergoals #leadership #networking

We’re just 4 weeks away from our annual charity

We’re just 4 weeks away from our annual charity tennis and table tennis tournaments, with all proceeds going to The Lily Mae Foundation.

A huge thank you to everyone who has already signed up – we appreciate your support and look forward to seeing you soon.

If you haven’t booked your spot yet, there’s still time!
You can sign up at Dafferns.com/events, or just drop Sophie Essex-Masmoudi a message.

#SportsForCharity #TableTennisTournament #LilyMaeFoundation #CommunitySupport #TableTennisFun

Say hello to the Dafferns Chartered Accountants an

Say hello to the Dafferns Chartered Accountants and Business Advisers Skydive Team!

(L-R) Luke Horne, Suzi Kaur, Emily Ball-Goldfinch, James Smithyman, Emily Hall, Sam Allison.

When Matt Whitehouse from The Lily Mae Foundation visited us back in February to share more about the amazing work the charity does and how they raise funds, he mentioned a skydive… and here we are!

These six brave (and perhaps just a little bit crazy!) colleagues are preparing to jump out of a plane, all to raise funds for @lilymae070210

We’re so proud of them and will be cheering them on every step of the way!

If you would like to support them and donate, please head over to our @justgiving page. Every little bit helps!

#Dafferns #Skydive #Fundraising #CharityChallenge

Pictured is our leadership team. Why? Because th

Pictured is our leadership team. Why?

Because they have walked the walk, so now Brian Jukes is going to talk the talk on the tax implications of becoming a partner in a partnership model firm.

He will be joined by Freya Summers for legal guidance, as well as Karen Claydon and Dani Coe to explore the finance options available.

If you’re aiming for partnership or open to the idea, this event is for you. There will also be networking and breakfast at this free event, so why wouldn’t you be there?

Thursday 19 June from 9am to 11.30am
Venue: Wright Hassall, Royal Leamington Spa, CV34 6BF

Register now to join @icaew Midlands, @wrighthassall, @handelsbankenuk, and us!

#careergoals #pathtopartner #partnership