
Back to basics: What is IHT?
No one likes to talk about death and hardly anyone like to talk about tax, so Inheritance Tax (IHT), being a tax that is predominantly in point when someone dies, is a difficult topic and one many don’t think about during their lifetime. Our late...

Book Club: Menopausing by Davina McCall
The Book Club’s most recent read was Menopausing by Davina McCall and Dr Naomi Potter who look to break the shameful silence over peri-menopause and menopause with the intention to empower and support everyone through their experience.

Accounting 101: What is leverage?
One of the terms often banded about in the corporate world and in the financial press is ‘leverage’. It can be the sort of terminology where you ‘kind of know’ what it means, but if you’re setting up a high growth business, it’s something you defi...

Meet the team in 90 seconds – Kieran Mistry
Kieran joined Wilson Partners in 2022 as a Trainee after graduating from his Accounting and Finance degree at the University of the West of England.

Annual R&D stats have been released by HMRC
The stats also highlight the number of SME’s claiming under RDEC for subcontracted or subsidised work and who will likely lose their claims under the proposed merged scheme. The legislation for the merged scheme as currently drafted follows the ex...

Latest Patent Box statistics released by HMRC
The latest statistics from HMRC show there has been a decrease in the number of companies making patent box claims with a total of 1,510 claimants in 2021 - 2022 compared to 1,610 claimants in 2020 -2021. Whilst the number of claimants has decrea...

Is it time to slow down the changes to R&D claims rules?
We support ATT’s proposals, particularly the need to slow the rate of change down for businesses. HMRC have recently shared that half of all R&D claims they received in the last month were submitted without the new additional information form (man...

Meet the team in 90 seconds – Sarah Clarke
Sarah brings a wealth of knowledge to our tax offering, specialising in Private Client advisory. She is popular with both clients and colleagues, and is quick to build a rapport with anyone she meets, which certainly helps when explaining complex ...

Meet the team in 90 seconds – James Feast
Meet James Fest, Audit and Accounts Trainee. Partial to a Nespresso coffee and a crucial part of the Audit team, James completes a range of audit work year-end accounts and assists clients with company secretarial work.

Meet the team in 90 seconds – Steve Lawrey
Meet Head of Tax Steve Lawrey, who leads his in helping clients with all their tax needs.

Book Club: Leaders Eat Last by Simon Sinek
The latest Book Club meet dived into the words of Simon Sinek’s Leaders Eat Last. Amongst the club there was […]