Guides

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Frequently asked questions about Inheritance Tax (IHT)

Amidst the upcoming changes, our updated IHT guide will help you understand the complex world of Inheritance Tax.

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Risk management for academy trusts

Managing the risks that academies are facing in today's environment shouldn't be a tick box exercise, but a key component to ensure the success of the academy trust.

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Is it time to review your borrowing?

A practical guide for business owners to improve their lending arrangements

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The treasure hunt: How to source suitable acquisition targets

For ambitious leaders, mastering the art of identifying acquisition targets opens doors to accelerated growth, new capabilities, and transformative impact. In this article we will review the strategies and insights necessary to unearth promising acquisition candidates.

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A step-by-step guide to the acquisition process

In this guide, we break down the acquisition process into clear, actionable steps. From contemplating your first deal to sharpening your approach, this step-by-step roadmap aims to equip you with practical insights and critical considerations at every stage.

Master strategy - planning for a successful acquisition

A successful acquisition requires more than ambition and capital; it demands rigorous, methodical planning across every stage, from initial intent to post-completion integration. This guide offers an in-depth look at the critical steps, bridging strategy and value creation.

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Making Tax Digital (MTD):

Read our comprehensive guide to MTD, including the latest updates on timelines for MTD and answering your FAQs.

Making Tax Digital: A guide for healthcare

In this guide, we delve into all things Making Tax Digital (MTD) that healthcare professionals and organisations need to consider...

How to finance acquisitions

Financing acquisitions requires careful planning and a thorough understanding of the various funding options to ensure success without jeopardising financial stability. Read more here...

Why pursue acquisitions?

In the dynamic world of business, companies are constantly seeking ways to grow, innovate, and stay ahead of the competition. One of the most effective strategies to achieve these objectives is through acquisitions. But what drives companies to pursue the riskier path?

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Who pays, when to pay and how to pay Inheritance Tax

When someone dies, their estate may become liable to pay Inheritance Tax (IHT). In this blog, we explain the main payment options, what to do if funds aren’t readily available, and how upcoming proposed changes to the rules could help some families alleviate the amount of IHT due.

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Academy trusts: A guide to deficit recovery

Managing a financial deficit within an academy trust is a complex challenge that requires strong financial oversight, careful planning, and clear communication. Ensuring financial stability is not just about addressing immediate shortfalls - it involves taking a long-term view of budgeting, forecasting, and governance to prevent future issues.

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