News & Insights
R&D HMRC Enquiry Defence with Lumina
R&D HMRC Enquiry Defence with Lumina. Specialist Expertise You Can Trust With expertise in the latest R&D legislation, tribunal outcomes, and compliance standards, Ad Valorem’s […]
1/14/2026
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S2. E6. From a Dining Room to a 10,000 sq ft Office: The Story Behind National Locums
From humble beginnings at a dining room table to leading award winning medical recruitment agencies, Glenn Cook shares how he, his brother, and sister-in-law built […]
12/16/2025
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Autumn Budget Summary 2025
Autumn Budget Summary 2025 With the release of the UK Autumn Budget 2025, we’ve prepared a concise summary of the key highlights and their potential […]
11/27/2025
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S2. E5. Beyond Faster Horses: CloudCapcha’s Journey to Real Innovation
In this episode of Behind the Business, we sit down with Brian Coventry, Founder of CloudCapcha, to explore what it really means to innovate with […]
11/10/2025
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Budget Breakfast 2025
Join us for insight, discussion and breakfast – Wednesday 3rd December Following Rachel Reeves’ Autumn Budget, Ad Valorem Group invites you to our Budget Breakfast, […]
11/6/2025
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S2. E2. Common Payroll Errors
Payroll plays a crucial role in every business — but with evolving rules, systems and deadlines, it’s not always straightforward. In this episode, Sophie is […]
10/29/2025
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S2. E4. R&D Tax Credit Enquiries – HMRC Process Explained
Getting a letter from HMRC about your R&D tax credit claim can be nerve-wracking — but it doesn’t always mean there’s a problem. In this […]
10/29/2025
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S2. E3. Will Power – Why Estate Planning isn't just for the Wealthy
Most of us put off thinking about wills and estate planning — but it’s one of the most important financial decisions you’ll ever make. In […]
10/29/2025
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S2. E1. How to Prepare for Your First Audit
Facing your first audit? Don’t panic. Prepare. In this episode of the Lumina Podcast, Nikki and Nigel are joined by Darren, Audit Director at Ad […]
10/2/2025
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HMRC’s Let Property Campaign (LPC) – What is it and why does it matter?
HMRC’s Let Property Campaign- What is it? HMRC’s let Property Campaign (LPC) has recently been in the spotlight with a number of individuals receiving correspondence […]
9/26/2025
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S1. E7. What Triggers an Enquiry? Common Mistakes in R&D Claims
Worried about getting an enquiry from HMRC? You’re not alone. In this episode, Nikki and Nigel are joined by Suzanne Clements, Head of R&D at Ad Valorem
9/4/2025
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S1. E2. Side Hustles – When Does Extra Income Become Taxable?
In this episode of Let’s Figure It Out, hosts Luke and Sophie sit down with Regan Saffhill, Tax Manager at Ad Valorem, to unravel one
9/4/2025
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S1. E8. Making the Move – Manual to Digital
Still using spreadsheets, paper invoices, or that trusty shoebox of receipts? You’re not alone; but it might be costing you more than you realise.
9/4/2025
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S1. E5. The Hidden Costs of Being the Boss
In this episode of Let’s Figure It Out, hosts Luke and Sophie sit down with Alex Black, Director of Client Services at Ad Valorem,
9/4/2025
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S1. E4. Managing Your Team’s Performance: Metrics That Matter
In this episode of the Lumina Podcast series, hosts Nikki and Nigel sit down with Neil Woolmer, Group Operations Director at Ad Valorem, to explore how to
9/4/2025
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S1. E3. Managing tax across multiple income sources
In this first episode of the Lumina Podcast series, hosts Nikki and Nigel sit down with Kate Greenhough, Tax Director at Ad Valorem, to unpack
9/4/2025
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S1. E1. Real-time, real impact: navigating Making Tax Digital
In this first episode of Let’s Figure It Out, hosts Luke and Sophie sit down with Alex B, Director of Client Services at Ad Valorem,
9/4/2025
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Companies House ID Verification: What You Need to Know
From 18 November 2025, new legislation will make it mandatory for all company directors and Persons with Significant Control (PSCs) to verify their identity with
9/2/2025
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Company sales – A whistlestop tour of the terminology
The pandemic lead to a number of business owners revaluating their priorities and as a result there has been a significant uptake in the number
9/2/2025
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S1. E6. R&D vs HMRC – What the 2024 Tribunal Decisions Mean for You
2024 has seen a major shake-up in the R&D Tax Relief space, and in this episode, we break down what it means for your business.
8/29/2025
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How to Prepare for HMRC’s New R&D Tax Relief Requirements in 2025
Confused by the new reliefs for R&D? Our guide explains the merged scheme R&D expenditure credit (new RDEC) and enhanced R&D intensive support (ERIS)
8/7/2025
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What UK Companies Need to Know About Overseas R&D Restrictions
For accounting periods beginning on or after 1 April 2024, R&D activity will have to be physically located in the UK for the costs to be included in R&D tax relief claims. Discover what UK SMEs need to know to keep claims compliant and eligible under HMRC’s rules.
8/7/2025
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Understanding the Reformed Reliefs for R&D
Confused by the new reliefs for R&D? Our guide explains the merged scheme R&D expenditure credit (new RDEC) and enhanced R&D intensive support (ERIS)
8/7/2025
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Backing Innovation: Highlights from the UK Government's Spending Review – for R&D
The UK Government’s Spending Review outlines a £22.6bn annual commitment to R&D by 2029–30, with major investment in AI...
6/16/2025
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P11Ds – Key Things to Know for the 2024/25 Tax Year
Learn everything SMEs need to know about P11D forms for the 2024/25 tax year – from filing deadlines and taxable benefits to how Ad Valorem
6/12/2025
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News & Insights hub
Discover the key updates from the Spring Statement 2025 relevant to small businesses and individuals. From HMRC enforcement to MTD changes and more.
4/9/2025
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Year-End Accounts: What Every SME Needs to Know (and why it matters more than you think)
Don't let year-end accounts be a tick-box exercise. Discover how SMEs can use year-end reports as a powerful tool for planning, tax savings,
4/3/2025
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Annual Tax on Enveloped Dwellings (ATED)
Learn about ATED (Annual Tax on Enveloped Dwellings), who needs to file, deadlines, reliefs, and penalties.
3/17/2025
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Making Tax Digital for Income Tax:What You Need to Know
Making Tax Digital for Income Tax starts in April 2026, self-employed individuals and landlords must comply. Learn who’s affected
3/17/2025
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R&D Tax Credit: Latest Developments and Impact
Latest HMRC updates on R&D tax credits: key tribunal decisions, SME claim impacts & expert insights from Ad Valorem.
3/10/2025
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What is a Director’s Loan?
What is a director's loan? There are two ways of looking at a director’s loan; either lending to your company or borrowing from your company.
3/4/2025
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Labour Budget - Employer’s National Insurance Changes
The largest change to taxes in the Autumn budget was their changes to Employer’s National Insurance (NI)which take effect from 1st April 2025. Increasing the […]
12/4/2024
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Exploring Changes to Capital Gains Tax (CGT) in the UK: An Analysis of Current and Proposed Rules
The recent UK budget announcement on 30 October 2024 introduced several significant changes to the Capital Gains Tax (CGT). This article discusses the existing CGT […]
12/4/2024
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Changes to Agricultural Property Relief (APR) and Business Property Relief (BPR): Impact and Examples
The UK government announced significant changes to Inheritance Tax (IHT) reliefs, namely Agricultural Property Relief (APR) and Business Property Relief (BPR), during the Autumn Budget […]
12/4/2024
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Double Cab Pick-up trucks
Those of you with double cab pick-ups may remember the previous government’s flip flopping back in February where they initially changed the treatment of Double […]
12/4/2024
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Autumn Budget Summary 2024
Autumn Budget Summary 2024 With the release of the UK Autumn Budget 2024, we’ve prepared a concise summary of the key highlights and their potential […]
10/31/2024
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Budget Rumour 1: Capital Gains Tax
This document has been prepared based on rumours and speculation around the new Labour Government’s budget which is taking place on 30th October 2024. This document […]
10/9/2024
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Enterprise Investment Scheme (EIS) Relief Extended
Overview The Enterprise Investment Scheme (EIS) was due to end in April 2025 however HMRC have recently confirmed that both of these schemes will be […]
10/8/2024
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Mandatory Deadline Approaching: PAYROLLING for Benefits in Kind (BIK)
In a recent announcement, HMRC has introduced a significant change for employers providing Benefits in Kind (BIK) or reimbursing expenses to their employees. Starting 6th […]
9/26/2024
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From Complexity to Clarity? Unpacking the New IHT100 Forms
HMRC’s New IHT100 Forms: Simplifying the Process or Adding to the Confusion? If you’ve ever had to report a chargeable lifetime transfer or a trust […]
9/9/2024
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If National Insurance is Payable on Salary, why Can’t I Pay My Employees in Gold or Jewels?
On the turn of the new millennium NMB Holdings Ltd made the decision to pay its directors bonuses in platinum sponge. Platinum sponge is a […]
9/9/2024
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Financial Due Diligence on the Purchase or Sale of a Business
What is Company Due Diligence? Due diligence is a comprehensive appraisal of a business that is taken by a prospective buyer before deciding to buy […]
8/28/2024
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Preparing to sell your dental practice
Join Makayla Combes ACCA CTA and Mark Taylor FCA for a webinar focused on preparing to sell your dental practice.
8/28/2024
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Jaffa Cakes – Biscuit or Cake? And Other Quirky Food-Related VAT Cases
Value Added Tax (VAT) is an increasingly complex area of tax. Many of the VAT rules have been determined by court cases and, as a […]
8/19/2024
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Furnished Holidays Lettings Relief (FHLR): The Party's Over
What started out in 1982 as an incentive for investors to invest in Furnished Holiday Lettings (FHLs) has finally come to an end effective from […]
8/19/2024
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An Overview of Policy Changes Under the New Labour Government
With the recent change in Government, many clients are understandably curious about what to expect from the new Labour administration, particularly after 14 years of […]
7/17/2024
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Non-resident Landlord Scheme
What is a non-resident landlord? Although the UK does not usually tax non-UK resident individuals, it does tax income derived from activities in the UK […]
6/25/2024
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Group Restructuring: The Why, The When, and The How
The Why? There are several advantages to implementing a group structure, such as the ability to relieve losses across group members, transfer assets like plant […]
6/18/2024
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Capital Gains Tax on UK Land and Property FAQs
I have just sold my rental property, do I need to tell HMRC? Where an individual sells or gifts UK residential property this is a […]
5/30/2024
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Spring Budget Summary 2024
Spring Budget Summary 2024 Overview Key points for the Spring Budget 2024: Personal tax Business tax Other measures Please complete the form below to download […]
3/12/2024
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Pre-Year-End Guide
Pre-Year-End Guide As a small business owner, the end of the year is a crucial time to prepare for the upcoming year while ensuring you […]
12/4/2023
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What is Patent Box?
A Guide to Patent Box for UK Limited Companies In the dynamic landscape of business and technology, intellectual property plays a pivotal role in fostering […]
12/4/2023
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What is a trivial benefit?
What is a trivial benefit? In the context of UK limited companies, a trivial benefit refers to a small, incidental perk or gift provided by […]
12/1/2023
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Autumn Statement Summary 2023
Autumn Statement Summary 2023 On Wednesday 22 November 2023, Chancellor Jeremy Hunt announced the Autumn Statement. To help digest the Autumn Statement 2023, we’ve […]
11/24/2023
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What do auditors do?
Unveiling the Role of Auditors for SMEs For small and medium-sized enterprises (SMEs) in the UK, understanding the role of auditors can significantly impact financial
11/13/2023
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Pros and Cons of Company Cars
Pros and Cons of Company Cars Company cars have long been a sought-after benefit for employees in the UK. They offer convenience and prestige, allowing […]
11/8/2023
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How much should I save for my tax bill?
How much should I save for my tax bill? – A Guide for UK Directors of Limited Companies Receiving Salary & Dividends If you’re a […]
11/8/2023
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What tax reliefs are available for my business?
What tax reliefs are available for my business? There are several tax reliefs and incentives designed to help small businesses thrive. In this article, we […]
10/27/2023
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How much should I be paying for my accounts?
How much should I be paying for my accounts? (E) enquiries@advaloremgroup.uk (T) 01908 219100 (W) advaloremgroup.uk
10/26/2023
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What is the most tax-efficient way to pay myself?
What is the most tax-efficient way to pay myself? What is the most tax-efficient way to pay myself, through a limited company: Salary vs. Salary […]
10/18/2023
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5 Top Tips for Using Reports in Xero
5 Top Tips for Using Reports in Xero We understand the vital role that accurate and insightful financial reporting plays in small businesses. As specialists […]
10/16/2023
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Webinar – Employee Ownership Options for SMEs
Webinar – Employee Ownership Options for SMEs Employee Ownership Options are becoming more and more popular for SMEs for two main reasons. Firstly, as a […]
10/13/2023
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Top Tips for Keeping on Top of Xero
Top Tips for Keeping on Top of Xero See how our team can help you get the most from Xero – click the link below. […]
10/13/2023
Read ArticleSOLE TRADER AND PARTNERSHIP TAX CHANGES
SOLE TRADER AND PARTNERSHIP TAX CHANGES HMRC have introduced new rules related to the way sole-trader and partnership profits are taxed, which will be coming […]
10/10/2023
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What is Cash Flow?
A Small Business Guide to Cash Flow Cash flow is the lifeblood of any small business, and understanding it is crucial to your financial success. […]
10/3/2023
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What Expenses Can I Claim Through My Limited Company?
What Expenses Can I Claim Through My Limited Company? Running a limited company in the UK comes with certain tax advantages, including the ability to […]
9/29/2023
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Do I need a Business LPA?
Why Small Business Owners Need a Business LPA In the world of small business ownership, success often hinges on careful planning and decision-making. While entrepreneurs […]
9/28/2023
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How to read a Balance Sheet
How to read a Balance Sheet For further details on Balance Sheets – read our article What is a Balance Sheet? If you are have […]
9/25/2023
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