Welcome to our latest newsletter, covering the key tax and insurance issues facing individuals.
At Scrutton Bland, our private client service is here to help you make tax-efficient decisions, protect your assets and grow your wealth by joining up the conversations you have with your professional advisers, so that we can all work collaboratively to achieve the best outcome for you. T he upheavals and stresses caused by the pandemic have affected most of us in one way or another, but we have taken care to maintain the high level of service to our clients and have been delighted to expand our Private Client Tax team with the arrival of Simon Hurren, who joins us as a Director with the remit of looking after the tax needs of our private clients. This newsletter contains a variety of timely and useful articles aimed at delivering a mix of professional advice from across all our financial disciplines. We have included a useful checklist of tax deadlines to be aware of, to ensure that
Jason Fayers
Our specialist advice is tailored to each of our clients to make sure we only offer solutions that hold real benefit for you. We provide a holistic view of your finances to ensure that each decision works in harmony with your entire suite of financial services. If you have any questions or would like to talk to one of the Private Client team please don’t hesitate to get in touch.
you make the most of your allowances and tax reliefs. There is also a useful look at the tax rules on divorce – a subject which is rarely covered but becomes very important to clients in that situation. Cryptocurrencies have had a huge amount of coverage in the media, but they remain an unregulated and very risky choice, and we look at the dangers of choosing this form of investment, not least the tax implications when you come to sell them. In this issue, we’ve also included an informative and detailed piece of things to bear in mind if you are thinking about selling your second home.
My best wishes to you and your families for 2022.
We continue to work closely alongside the Financial Planning team, who are now part of Emery (IFA) Ltd, and include an article from the team about the the changes that have occurred, along with more information about how they can help you going forward.
Jason Fayers Managing Partner
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