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This newsletter is designed to keep you up to date with key tax developments, explain what they mean for you, and highlight how we can help. We also aim to share this with you without jargon or unnecessary complexity.
Each edition will focus on the issues most relevant to individuals, families, trustees, and business owners, with clear commentary from our Private Client Tax team. Additionally, alongside in‑depth articles on major changes, we’ll also share short updates, reminders and practical tips.
If there are topics you’d particularly like us to cover in future issues, we’d love to hear from you.
A new, more secure way to share information with us
Many of you are already using ShareFile, our secure client portal. We’d like to thank you for engaging so positively with this new way of working. The feedback so far has been very encouraging.
We also appreciate that some clients are more hesitant about moving away from email. If that’s you, we’d encourage you to give ShareFile a try. It is designed to make exchanging information simpler, faster and more secure.
ShareFile allows us to send and receive documents safely, helping to protect your personal and financial information. At the same time, it keeps everything in one secure place.
What this means for you:
- A secure and confidential way to upload and download documents
- Easier access to information when you need it
- Less email traffic and fewer follow‑ups
For those who prefer using their phone, there is also a ShareFile app. The app allows you to take photos of documents or information and upload them directly to us. No scanning or emailing is required.
If you’d like help getting started, or want to talk through the options, we’re very happy to help.
Making Tax Digital: where we are now and what happens next?
Making Tax Digital for Income Tax (MTD IT) is becoming a reality for an increasing number of taxpayers, changing how income is reported to HMRC.
For some of our clients, MTD IT started from April 2026, and we are already working closely with them as they move from an annual tax return to regular digital reporting during the year. This involves keeping digital records. Moreover, it means submitting updates to HMRC using compatible software.
For other clients, MTD may not apply until April 2027, depending on their level of income and individual circumstances. While this may feel some way off, MTD represents a significant shift in how tax information is collected and reported. Early awareness can make a real difference to how smooth the transition feels.
MTD does not change how much tax you pay, but it does change how and when information is provided to HMRC. Understanding what will be required, what systems are suitable, and how this fits with your existing records is key. This helps avoid unnecessary stress and last‑minute changes.
If MTD has not yet started for you, we’ll be reaching out later this year to those clients who are likely to be affected from April 2027. We will explain what this means, the likely timetable, and how best to prepare.
If you’re unsure when MTD will apply to you, or would like to discuss your position in advance, please get in touch. In fact, a short conversation now can help ensure you’re well prepared when the time comes.
Foreign Income and Gains (FIG) – what’s changed?
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Last Updated on 26 May 2026
