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Personal tax compliance checks can sound intimidating. However, with the right preparation and understanding, they don’t have to be. In this spotlight, we aim to walk you through what to expect during a tax compliance check, how to stay organised and ways to handle the process smoothly. By offering clear, straightforward advice, we hope to give you confidence in facing any compliance check that may come your way.

We are thrilled to share some fantastic news with you all! Recently, Dunkley’s put together a sterling 5-a-side football team and participated in the Bristol Business Fives football tournament. It was a fantastic day, and thanks to your incredible support, we emerged victorious in the Europa league. It was a huge achievement for the team that wouldn’t have been possible without all of you who cheered us on.

Tax-efficient gift-giving is an essential aspect of estate planning that can significantly reduce your inheritance tax (IHT) liabilities while benefiting your loved ones. By carefully planning and utilising the available allowances and exemptions, you can ensure that more of your wealth passes on to your family and less is lost to taxes. At our practice, we believe that understanding the rules around gift-giving is key to making informed decisions. In this guide, we’ll walk you through the essentials of tax-efficient gift-giving for the 2024/25 tax year. This blog explores all you need to know.