Financial
September 2026 Newsletter
The Autumn Budget date is confirmed for 28 October 2026, and decisions made before it lands will matter more than those made after. This month’s newsletter explains what that means in practical terms for clients with assets, disposals, or transactions under consideration, alongside September compliance obligations that need attention now. New for September: From 2027,…
Read MoreAugust 2026 Newsletter
August arrives with a new Prime Minister in Downing Street, a packed set of deadlines, and the clearest signal yet that the Autumn Budget will bring significant tax changes. For businesses and individuals with assets, disposals, or investment decisions under consideration, the next few months matter more than usual. August also brings a number of immediate…
Read MoreJuly 2026 Newsletter
July arrives against a backdrop of significant political change. Keir Starmer’s resignation on 22 June has raised questions about the direction of tax policy ahead of an Autumn Budget, and clients with disposals or transactions under consideration should read the planning section below before acting. Alongside the politics, July brings two back-to-back payment deadlines, the…
Read MoreMay 2026 Newsletter
As we move deeper into the 2026/27 tax year, May is often the month when April’s changes stop feeling theoretical and start becoming practical. The rush of year-end processing may have eased, but employers are now focused on issuing P60s, checking that payroll has rolled over correctly and getting ahead of benefits reporting before summer…
Read MoreApril 2026 Newsletter
As the 2026/27 tax year begins, April is one of the busiest and most important months in the tax calendar. This year, the timing feels even more pronounced because Easter falls right at the start of the new tax year, with Good Friday on 3 April and Easter Monday on 6 April in England and…
Read MoreMarch 2026 Newsletter
As we approach the end of the 2025/26 tax year and prepare for the start of 2026/27 on 6 April, March is a critical planning month for business owners, landlords and individuals. Alongside the Spring statement delivered on 3 March, several structural changes to tax administration and employment costs are coming into effect. Digital reporting,…
Read MoreWhat the Budget Could Mean for Your Money: Six Big Tax and Finance Changes to Watch
Income tax, pensions, property, ISAs and more – here’s what to expect from the Budget and how you can prepare. Chancellor Rachel Reeves has set the stage for significant tax and spending changes in her autumn Budget on 26 November 2025. Millions of homeowners, savers, and pensioners could be affected. With two weeks to go…
Read MoreNovember 2025 Newsletter
We’re pleased to share the November 2025 edition of the Mercian Accountants Newsletter. With the Autumn Budget set for 26 November, attention is turning to how the Chancellor will balance the public finances while maintaining her pledge not to raise Income Tax, VAT, or National Insurance. As we mark Remembrance Sunday, we also take a…
Read MoreOctober 2025 Newsletter
Welcome to the October 2025 edition of the Mercian Accountants Newsletter. With the Autumn Budget 2025 confirmed for 26 November, attention is fixed on how the Chancellor might tackle the public finance deficit and what that could mean for taxpayers and businesses. Before then, measures from the Autumn Budget 2024 are expected to come into…
Read MoreFour Taxes on Pension Death Benefits
Do you know what will happen to your pension pot when you pass away? Understanding the tax rules as a pension holder is crucial for your beneficiaries (those who will inherit). There are four different types of taxes that can apply to pension death benefits: If you’re looking for help with your pension and later-life…
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