Why haysmacintyre?
Any plan to provide you with comprehensive advice on your finances requires the skills of several different professionals. We work closely with several professional service disciplines but recognise the need to have an almost symbiotic relationship with your financial planning firm. As there is plenty of overlap between tax and financial planning, we work with Brewin Dolphin*. They share our belief that effective financial planning requires open, honest and ongoing communication between all parties; you, them, us and your other professional advisors.
Whether you are an individual, a business owner or a trustee, haysmacintyre and Brewin Dolphin can help you achieve your goals.
Our Private Client team provides a full range of tax and advisory services. Please visit our Private Client and Trusts page for further information.
Formulating a plan with Brewin Dolphin
Often, knowing what your goals are is the hardest part. However, Brewin Dolphin is experienced in guiding clients through this process. Firstly, by accurately establishing where you are now, they will help you navigate a path to where you would like to be financially, using specialist software to help show you what your financial future could look like. Brewin Dolphin advises on all manner of specific areas of financial advice but prefers to link this back to a ‘masterplan’.
By asking the searching questions about what you want to achieve with your life, Brewin Dolphin can show you different scenarios that will help you formulate a longer-term strategy. They can help answer the pressing questions you may have but which seem impossible to answer, like:
- When can I sell my business and never worry about money again?
- Can I afford to educate my child(ren) privately?
- Can I afford to buy that holiday home?
- When can I retire?
Once you can see the potential impact of your actions, you will feel more confident taking steps towards financial autonomy which might otherwise have been too daunting. Please note that cash flow modelling is not regulated by the FCA but advice arising may be regulated.
The value of investments and any income from them can fall and you may get back less than you invested.
*Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Registered in England and Wales – company number: 2135876. VAT number GB 690 8994 69. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826.
Their support goes beyond providing excellent guidance and service with a no fuss, professional down to earth approach. They not only understand our business needs but also bring an in-depth knowledge and valuable networking opportunities. There is a genuine feeling of partnership and trust.
Non-Executive Director
Insights
See all of our latest news related to Managing Your Wealth.
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Non-doms: Key UK tax strategies for summer 2024
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Labour Government tax policies
We focus here on the pledges made by the Labour Party in its manifesto. For...
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The strategic advantage of outsourcing financial leadership roles
A senior financial professional, such as a CFO or Financial Director (FD), plays a pivotal...
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Labour’s 2024 Manifesto: Key changes to non-dom taxation and offshore trusts
There’s no surprise – it makes clear that the UK’s tax regime for non-doms...
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General Election 2024: What do we know about proposed tax changes?
Updated: 13/06/24 We focus here on the announcements made so far by the Conservative and Labour...
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Offshore trustees and non-doms: Key UK tax strategies for summer 2024
Our main concern is that the nine-month window is very tight, especially for non-UK resident...
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Non-doms: Key UK tax strategies for summer 2024
For offshore trustees, please see our article here for our suggested strategy. This is a...
Private Client
haysmacintyre welcomes Majid Hussain as Partner and Head of Private Client
For more information, please contact Majid.
Private Client
Podcast: General Election 2024 – Labour’s tax policies
Whilst we wait for the Budget from the new Chancellor in the autumn, Katharine Arthur,...
Private Client
Podcast: Spring Budget 2024 reaction
Our summary of the Spring Budget 2024 provides an overview of the key announcements arising from...
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Triple Bottom Line Podcast: The impact of AI on business and the economy
Click to listen below. You can also listen on Apple Podcasts, Google Podcasts, and Spotify.
Private Client
Podcast: Autumn Statement 2023 reaction
Click to listen below. You can also listen on Apple Podcasts, Google Podcasts, and Spotify.
Private Client
The impact of Labour’s victory on HNWIs – Spear’s Magazine
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Private Client
The future of the non-domicile tax regime – Taxation
Katharine and Duncan outline the complexities and uncertainties surrounding current proposals by both the Conservative...
Private Client
HMRC targeting online sellers – Accountancy Daily
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Private Client
Why accounting firms are choosing LLPs over Limited companies – Accountancy Today and Accountancy Age
Kiran notes that this shift reflects a strategic adaptation to the UK’s evolving business...
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Comments on HMRC’s MTD for ITSA Pilot – AAT
As part of the pilot, self-employed individuals and/or landlords earning over £50,000 annually can participate...
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Corporate and Private Client eNews
The latest edition of our Corporate and Private Client eNews is now available to download.
Private Client
Tax Return Aide Memoire 2024
Welcome to the start of a new tax year. Your haysmacintyre team is ready to...
Corporate
Corporate and Private Client eNews
Our latest edition covers the following topics: 2024 Budget HMRC fixes IR35 OPW double taxation issue...
Private Client
Spring Budget 2024 – 6 March Full Summary
Lowering taxes The Chancellor made further changes to National Insurance contributions (NICs), following the cuts...
Private Client
Spring Budget 2024 – 6 March Highlights
The tax changes include: Personal taxes National Insurance: rate reductions from April 2024 Employee: reduced from 10%...
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Year End Tax Planning Guide 2024
The freezing of many tax rates and thresholds continues to increase the Government’s tax...
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