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Chartered Financial Planners
for Farmers and Rural Businesses

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Taxation

Cash ISA allowance reduced for under 65s

Investments Taxation 

3rd December 2025
Cash ISA allowance reduced for under 65s

£1m 100% Business Relief and Agricultural Relief allowance to be transferable between spouses and civil partners.

Investments Retirement Estate Planning Protection Inheritance Taxation 

1st December 2025
£1m 100% Business Relief and Agricultural Relief allowance to be transferable between spouses and civil partners.

Let’s not give Rachel any ideas…

Taxation 

25th November 2025
Let’s not give Rachel any ideas…

Are you aware of the differences between a Cash ISA & Stocks and Shares ISA?

Investments Retirement Taxation 

29th October 2025
Are you aware of the differences between a Cash ISA & Stocks and Shares ISA?

Sell once. Keep more. Retire confident.

Investments Retirement Estate Planning Insurance Protection Inheritance Taxation 

30th September 2025
Sell once. Keep more. Retire confident.

If you own a business, have you done these three things?

Investments Retirement Estate Planning Inheritance Taxation Protection 

22nd August 2025
If you own a business, have you done these three things?