Business planning fails when it is too vague to execute. Here is a practical 10-point 2026 checklist for UK SMEs: strategy, cashflow, value proposition, lead generation, productivity, KPIs, reporting, and accountability. Read it here: https://t.co/hA66c8dN5K

Sold shares or an asset in the last tax year? Your Capital Gains position may need sorting via Self Assessment by 31 Jan. The deadline is month-end, but calculations and records take time. If you need help, get in touch now. #CGT #SelfAssessment

At Oldfield, we know our people are our greatest asset. Breakfast and quiz was a small way to say thank you for the energy, expertise and integrity our team brings to every client, every day. Investing in our people builds a culture that delivers lasting results for others.

“Impressed with the service so far” and “a proactive approach” is exactly what we aim for. Thanks for the feedback. #ClientFeedback #Accounting

Read the full article here:

Upcoming pension and inheritance tax reforms will influence employee retention, business structure, succession planning, and long-term personal wealth. The Autumn Budget confirms the direction of travel, making early planning essential.

IHT Update - BPR/APR Allowance The Budget delivered a positive outcome for many families. The new £1 million BPR and APR allowance taking effect in April will now be transferable, increasing flexibility in planning. This creates an opportunity ahead of the wider IHT reforms.

"It was an excellent session. Look forward to the next visit." Always valuable to hear what resonates with clients. Every insight helps us deliver better outcomes. #ClientFeedback #FeedbackFriday #CustomerExperience #QualityService

Pension Salary-Sacrifice Benefit Cap From 2029, the salary-sacrifice NIC advantage will be capped at the first £2,000 of pension contributions. For high earners using salary-sacrifice, this significantly changes the long-term benefit. Early planning will be important.

SUV weight taxes are back in discussion and the business impact could be significant. Fleet costs and logistics models may need to shift. Full analysis here: https://t.co/YJSsxv5Lhx

It’s International Volunteer Day. From climbing the Three Peaks to packing food boxes for Gaza and Ukraine, Oldfield Advisory staff go above and beyond. Proud to support them in and out of the workplace. #InternationalVolunteerDay #GivingBack #OldfieldAdvisory

Friday feedback from one of our sports retail clients: “The whole CST team are great to work with, brilliant and very efficient.” Always good to hear that our support helps busy, fast paced businesses with clear numbers, proactive advice and a team that gets things done.

Article available now with webinar replay and downloadable PDF. https://t.co/7aX5MtX8Gv #Budget2025 #Tax

Today is the International Day of Persons with Disabilities. Churchill, Einstein, FDR, and Beethoven succeeded not despite their disabilities but through them. At Oldfield, we believe disability brings not limitation, but potential and strong teams embrace every unique strength.

Dividend, savings, and property income tax rates are rising by 2%. Business owners: this affects you! #TaxUpdate #Dividends #PropertyIncome #OldfieldAdvisory

Today is Giving Tuesday, and at Oldfield Advisory, we celebrate by giving back to our team. A breakfast and quiz to say thank you for the energy and integrity they bring every day. Success starts with people, and we’re proud of ours.

Grab yours here:

Our 19-page Budget PDF is now available to download. It covers the key announcements, what they mean for business owners, and the actions to consider next. Download yours via the link in the comments.

Tomorrow We Host Our Rapid Response Webinar! Join us at 4pm where we’ll provide a rapid response to the announcements of the day. Register Here: https://t.co/9r1gZCx038

Jack works with business owners on corporate restructures and specialist tax projects. In our post-Budget rapid reaction webinar, he will explain the key tax changes and what they could mean for your business. Register here: https://t.co/2IT3uNkcbl #Budget #Tax #SME