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Pensions Lifetime Allowance – Fixed Protection Pitfalls

This article is for anyone meeting all of the following criteria:

•  Pension pot value exceeding £1m
•  Secured lifetime allowance Fixed Protection (either 2012, 2014 or 2016)
•  Employed status

If you have secured fixed protection on your pension lifetime allowance limit, beware of any employment income that you currently have.

One of the key rules of Fixed Protection is that you can no longer contribute to a pension scheme.

Automatic enrolment started back in October 2012 and since then all employers have received their staging date and should have enrolled their staff into a qualifying pension scheme.

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Our Autumn Statement 2018 Summary

The Chancellor’s 2018 Autumn Budget contained some important announcements and confirmed a number of changes planned for the new tax year.

Following this, we have put together a PDF which contains the latest tax and financial information, which we trust you will find useful.

Click here to download our Autumn Statement Summary 2018

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Research & development tax relief claims increase by 23%

According to HMRC, claims for research and development (R&D) tax relief have increased in recent years with 43,040 claims having been made in 2015-16, a 23% increase from 2014-15.

R&D tax reliefs can be claimed by companies working on innovative projects that seek to contribute to an advancement in science and technology.

R&D tax relief reached £3.7bn in 2015-16 and, according to partial data, £3.5bn has been claimed for 2016-17 so far. This number is expected to increase as more returns are processed and will be revised and complete in autumn 2019.  (more…)

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Charity Quiz Night

Burgess Hodgson were delighted to hold their annual Quiz Night on Friday 5th Oct 2018.

We had a brilliant turn out, including representatives from many local businesses and have raised an incredible £4300 for our nominated charities – The Umbrella Centre, The Samaritans and Catching Lives.

Thank to everyone who supported this event!

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Another success story – Burgess Hodgson assist in substantial investment deal

Engenie, a London-based company specialising in electric vehicle (EV) rapid charging, has received a substantial capital investment from Investec, which will allow the business to reach its network target of 1,500 rapid chargers across the UK.

Engenie’s innovative and market-leading technology can charge a car in less than 30 minutes, which will fall to 10 minutes with the introduction of ultra-rapid chargers. Current rapid chargers are up to 16 times faster than standard points, helping to make EVs more practical for UK drivers.

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Meet our new Associates

As Burgess Hodgson continues to grow, we are delighted to introduce our five newly appointed Associates:

Cathryn Sutton, Guy Vine, Ben Houston, Matthew Hollett and Rachel Pottle. (more…)

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Introducing our new Partners

Already an integral part of the firm, it is with great pleasure we announce that our four talented Associates, Rod Archibald, Andrew Collyer, Matthew Lightfoot and Alex Baker have now been appointed as Partners.

All four began their careers as trainees with us, and have continued to show their commitment and talent as they progress their careers.

Our Senior Partner, Steve Sutton commented that:

“All four have shown great dedication and their progress within the firm is very well deserved. We welcome them as our new partners and the future of Burgess Hodgson”.

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New Partners and Associates Appointed at Burgess Hodgson

Due to continuing growth, we are delighted to announce nine internal promotions amongst our rising stars, including four new partners.

Four of our Associates have now been appointed as Partners. Like most of the current Partners, all four started their career as trainees at Burgess Hodgson. In addition, the firm has appointed five new Associates from their talented staff.

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Burgess Hodgson help drive sale of Sparshatts of Kent

Sparshatts of Kent Group, an award-winning Mercedes-Benz commercial vehicle dealer, has announced its sale to Belfry Trucks Limited. Having seen significant growth, it now employs over 200 people across four sites and has a turnover of over £88.3 million.

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