Buzzacott

What works for a long-term charity investment portfolio is very different from what’s needed to manage liquid assets. Visit our website to find out how our experts can help you to decide on the best cash and treasury policy. ow.ly/pgKB50QU9Ym

When charity assets are invested, it’s important for them to be monitored and reviewed regularly to ensure they remain suitable. Our experts track and benchmark performance, scrutinise investments and managers, and assess risk versus return. Learn more: ow.ly/Wol550QUlNJ

Our Tax Investigations and Dispute Resolution team has vast experience dealing with HMRC. We understand how HMRC works, its powers and how to deal with them when the pressure is on. Visit our website to learn more: ow.ly/XA5T50R1UwG

Considering implementing an Enterprise Management Incentive (EMI) scheme? You should consider the strategic and tax advantages! Learn about eligibility criteria, valuation requirements, and the steps for seamless implementation in our recent article: ow.ly/nIuM50RagXT

We're delighted to announce that Buzzacott has been shortlisted for the PQ Magazine Awards 2024 in the Graduate/Apprenticeship Training Programme of the Year category.🎉 Stay tuned for updates and we look forward to finding out the winners on 22 April! ow.ly/JAW350Rg2yz

Check out David Stears' latest guide on Purchase Price Allocation 📝 Learn the key steps and approaches for valuing intangible assets. Find out here: ow.ly/slVj50Rf6s1

If you’re unsure of where to start when selecting an investment manager, or uncertain that your current manager is getting you the best results, we can help. Learn more about finding, negotiating with and appointing an investment manager: ow.ly/Gs3n50QUlGX

Transfer pricing legislation ensures the correct level of profits is recognised in each jurisdiction, and it applies to all companies except Small and Medium enterprises. Click here to find out whether your business can benefit from this exemption: ow.ly/IFNL50RbbOm

Wishing a joyous and blessed Eid to all observing! 🌙 May this special occasion bring you and your loved ones peace and happiness. 🌟 Eid Mubarak! ❤️

Looking for estate planning options that provide flexibility to withdraw capital during retirement? 👉Here’s what you need to know about loan trusts: ow.ly/YUBH50R88If

Incentivising management through equity schemes with 'hurdles' can be a game-changer for your business. However, navigating valuation without prior HMRC approval can be challenging. 🎯 Learn more in our latest article: ow.ly/FSz450R2fEP

In line with the recently updated Charity Commission investment guidance for trustees, now is a good time to ensure that your Investment Policy Statement (IPS) is up-to-date. Find out how our experts can support you: ow.ly/Lw8x50QUlAH

Happy Holi to all our clients, partners, and associates, a time representing the beautiful blend of cultures and traditions.❤️ Wishing you a happy and peaceful Holi!🌟

We understand how distressing and disruptive dealing with HMRC can be. We're ready to help ensure the process is as painless and fair as possible. Visit our website to find out how we can help: ow.ly/hlO850R1UqX

It’s important to regularly review the overall investment strategy for your charity’s assets. Visit our website to find out more about our bespoke investment consultancy advice, which can be tailored to your unique requirements. ow.ly/IVxn50QU9sn

Download our 2024 guide for the latest US tax rates and allowances, and the list of upcoming Federal filing and payment deadlines that US persons residing outside the US should be aware of. 👉Download now: ow.ly/JmJM50QTkAC

As the current UK tax year draws to a close, our US/UK tax experts have pulled together the eight key areas that Americans living in the UK should consider, alongside a highlight of the tax year basis changes and the Spring Budget 2024. 👉Read now: ow.ly/TuTI50QTf70

Buzzacott are at the National Housing Federation Finance Conference 2024! Visit us at Stand 806 and leave with some of our sustainable goodies! Try your luck at our Buzzwire. With a chance to win a £250 donation to the charity of your choice! We look forward to seeing you soon.

We are delighted to have been shortlisted for Tax Advisory Firm of the Year at the Citywealth Magic Circle Awards 2024! The winners will be announced on 15 May. #Citywealth

At yesterday's Spring Budget, the Chancellor announced significant changes to the tax treatment of non-domiciled individuals (non-doms), set to take effect from 6 April 2025. Read this article to discover how this announcement affects you: buzzacott.co.uk/news/the-aboli…