The Budget lands on 28 October
Book a free 30-minute review with a Qualified Private Client Advisor.
You'll leave with three clear actions for your wealth, your family, or your business.
What you get from a Budget review
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You speak to someone who advises on this every day.
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Three clear actions
You leave knowing what to do next, whether or not you work with us.
Case study: Supporting a family-owned investment group through
growth and acquisitions
The situation: Millbank Group is a family-owned investment company that has acquired around 14 businesses since 2016, building a diverse portfolio across multiple sectors. As the group continued to grow, it wanted more proactive corporate tax advice alongside its compliance work, as well as a trusted partner to support future acquisitions.
What we did: Scrutton Bland, part of the Sumer Group, took on the group's corporate tax compliance, helping to streamline processes and reduce the year-end burden on its finance team. We also provided collaborative acquisition support, including due diligence, with regular discussions and tailored advice to help the group assess opportunities and make informed decisions.
The outcome: Over more than two years, we have built a trusted relationship that has made tax compliance more efficient and provided collaborative support for the group's continued growth.
Planning for the Budget?
If you wish to see growth after the budget, let's talk.
What we're watching out for
Nothing is confirmed until the Chancellor speaks. These are the areas where we expect decisions that could affect your plans.
Individuals and families
• Inheritance tax and reliefs• Capital gains tax
• Property taxes
• Pensions
Business owners
• Reliefs on business and agricultural property• The cost of employing people
• Business asset disposal and exit planning
