In Partnership With A Team You Can Trust

Our aim is to help you achieve your financial goals.

Egan Roberts Chartered Accountants and Financial Advisers

News & Advice

17 May 2022

Employee Travel and Subsistence

With employees’ and directors’ P11d’s for 2021/22 due by 6 July 2022 it is timely to remind employers of the rules for travel and subsistence, particularly as HMRC have recently issued some updated guidance and useful examples of their interpretation of the law. Tax relief for employee travel costs is available provided the journey isn’t…

23 Feb 2022

Utilising your pension to cut inheritance tax

Utilising your pension to cut inheritance tax Pensions usually fall outside of your estate. Inheritance tax was thought to be ripe for reform in last year’s Autumn Budget but, as it happened, it was left untouched for another tax year.  What that means is the £325,000 nil-rate band has been in place since 2009, while…

05 May 2021

Business News

BUSINESS NEWS   Welcome to our round up of the latest business and Covid-19 news for our clients. Please contact us if you want to talk about how these updates affect your business. We are here to support you through these tough times. This week, there is more positive news on the vaccination front with…

Download Our App

Our app has so many great features to make your business finances even easier.

  • Driving to clients? Use the mileage tracker
  • Dividend vs salary? Use the calculator
  • Should I incorporate? Let the app run the numbers
  • Can you afford a mortgage? Estimate your monthly repayments
  • Want to know your take home pay for a new salary? There’s a calculator for that too

Our app is a quick and effective way of finding answers to your questions whilst being an effective and practical way of tracking your mileage. There are much more features than just the above to have a look around, all for everybody’s favourite price of free!