As the festive season approaches, many business owners look for ways to recognise staff, boost morale, and share a little appreciation before the year ends. One of the simplest, and often overlooked, opportunities to do this tax-efficiently is by using HMRC’s Trivial Benefits rules.
Whether you’re treating your team or considering something for yourself as a director, these rules allow you to give small gifts without creating a tax bill or extra admin. Here’s how it works and how you can make the most of it this year.
The Autumn Budget 2025 addresses fiscal challenges through targeted tax increases, while also providing support for low-income households and smaller businesses. Here is an overview of what’s included within this report: Introduction: An overview of the Autumn...
At Dunkley’s, we take great pride in watching our team grow and succeed as they progress in their careers. This month, we’re delighted to shine a spotlight on Phoebe Abad, one of our senior auditors who always goes the extra mile to deliver a top-class auditing service to our clients, while mentoring juniors and placement students.
Trusts can still play a powerful role in wealth planning, asset protection, and succession. But with the changes that came into play earlier this year, many of the old assumptions no longer hold true. At Dunkley’s Accountants, we are helping clients across Bristol and the UK adapt to the new trust landscape and continue to secure tax relief where possible.
Inheritance Tax (IHT) has long been one of the trickier areas of tax planning, especially for individuals with foreign connections or significant assets. With major reform that came into force this year, it’s more important than ever to stay on top of changes. At Dunkley’s Accountants, we provide up-to-date tax advice in Bristol to help you structure your estate, claim reliefs, and minimise the IHT burden.
Self Assessment rarely sits at the top of anyone’s to-do list. Here at Dunkley’s, we know that deadlines creep up, paperwork hides in inboxes and the rules change just enough to raise questions. This guide is here to make the job simpler. It sets out who needs to file, what to gather, how to complete the return and the steps to take to avoid penalties and interest.
