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Trusts – What You Need to Know
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.
Understanding Inheritance Tax and How to Reduce It
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.
Rewarding Success: Providing Share Incentives to Key Employees
Attracting, retaining, and motivating top talent is a challenge many growing businesses face. While competitive salaries and bonuses play a role, more and more employers are looking to share incentives as a longer-term strategy to reward key employees and align their goals with the company’s success.
Company Purchase of Own Shares: What You Need to Know
A company purchase of its own shares can be a highly effective tool for business owners planning an exit, managing succession, or restructuring shareholdings. However, to do it successfully, and tax efficiently, it’s essential to get the structure right and to apply for advance clearance from HMRC.
How to Protect Your Wealth From Inflation
Inflation may have retreated from the double-digit heights of 2022, but at 3.4% on the CPI measure for May 2025 it still erodes the real value of every pound you hold. Put another way, if prices keep rising at the current pace, an item that costs £1,000 today will set you back about £1,034 this time next year. Here at Dunkley’s, we know that, that silent loss affects personal savings, business reserves and long-term plans alike.
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