Haines & Company

Investments & Pensions

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge.

We make use of our wide range of professional contacts to ensure you have a suitably experienced independent financial adviser (IFA), and our expert service for accountancy in Wallingford works with them to ensure that you receive impartial advice in areas such as:

  • Pension Schemes
  • Life Assurance
  • Critical Illness Cover
  • Private Medical Insurance & Care Plans
  • Individual Savings Accounts
  • Investments

To find out more, contact our team who would be happy to help.

Talk to an expert
Self assessment

Our tax services make sure that your tax liability is calculated taking into account all allowed exemptions and deductions. We simplify the process by using accountancy software to accurately complete tax returns and calculate any tax liability that may occur, along with any payments that need to be made.

Corporation tax

Corporation tax reliefs and rates change annually, so we ensure that we can provide all the right guidance and advice when looking at exemptions, allowances and deductions that may be available.

We will thoroughly review and prepare corporation tax returns in great detail in order to ensure you are complaint and that you don’t incur any penalties.

Capital gains tax

You may be looking at investments, a second property or another asset and our team can make sure you maximise your exemptions while simplifying the difficult area of capital gains tax.

Personal tax planning

[insert firm name] can help with the complex issue of personal tax, we know it can be difficult to understand, which is why we help every step of the way. We take away the time and stress by creating a tax planning strategy that suits your tax affairs, helping ensure you pay the least amount of tax. Our team will advise when payments are due along with what forms need to be filed and returned to keep you compliant.

Latest news from Haines & Company

March 26, 2026
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March 25, 2026
Is Your Business Ready for 2026/27?

With 6 April 2026, ushering in the start of the new tax year, there are some changes on the way that may affect how you run and plan for your business. To help you stay ahead, we have highlighted three key updates worth having on your radar.

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March 23, 2026
UK Economy: Zero Growth in January

The Office for National Statistics (ONS) has reported that gross domestic product (GDP), a measure of how the economy is doing, showed zero growth in January, following growth of 0.1% in December 2025.

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March 19, 2026
Is a Change to Income Tax Devolution in Wales on the Horizon?

An independent report, commissioned by the Welsh government, has examined potential future options for income tax devolution in Wales. It compares keeping the current partially devolved system with moving to full devolution, while factoring in the effects of the block grant adjustment (BGA).

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March 18, 2026
Starting Up in Business: A Practical Guide

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March 16, 2026
Employers: Are You Ready for a New Tax Year?

The end of the 2025/26 tax year will soon be here, which means a few additional tasks to carry out on your payroll, if you run one.

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March 12, 2026
Boost in Grants for Installing EV Chargers

The government has announced an over 40% increase in charge point grant amounts that will mean businesses, landlords and renters could save up to £500 on installing an electric vehicle (EV) charge point. Previously, the grant provided a discount of £350.

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March 11, 2026
Spring Forecast 2026: What Does the OBR’s Latest Forecast Mean for You?

During a week dominated by news of the Middle East conflict, on 3 March 2026, Chancellor Rachel Reeves presented the Spring Forecast to Parliament. The Chancellor told MPs she had “restored economic stability” as she presented the Office for Budget Responsibility’s (OBR’s) economic forecasts.

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February 22, 2024
Dealing with inflation

With continuing inflation in the UK, many of us and our businesses have been put “off track” in the short to medium term. The Bank of England recently increased interest rates by a quarter of a percentage point to 5.25 per cent. The rise was as expected by economists in view of the latest data showing annual inflation at 7.9 per cent in June which is four times higher than the Bank of England’s 2 per cent target.

Read article
February 22, 2024
Women in Engineering Grant 2023

If you a female leader of an enterprise within UK engineering and are looking for funding to take your organisation to the next level, then check out this grant from manufacturing specialist Get It Made. They have announced a new grant, which aims to support female-led engineering enterprises and help encourage the next generation of women in UK engineering. The manufacturing grant consists of £5,000 (excluding VAT) that can be used when ordering any of Get It Made’s manufacturing services.

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February 22, 2024
£40 million fund launched for 5G across the UK

The UK government has launched a £40 million fund to spark local digital revolutions and unlock 5G benefits across the UK.

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February 22, 2024
Rethinking business resilience

Being resilient by choice is critical for both survival and for strategic advantage in an era where disruption is the norm. The threats businesses face today are complex and becoming more frequent than in previous times. We have seen a pandemic, an ongoing war in Europe with supply chain issues, a cost of living crisis, extreme weather and frequent ongoing cyber-attacks.

Read article
February 22, 2024
NCSC guidance on long-term cyber resilience

The National Cyber Security Centre (NCSC) states that UK organisations should prepare for an extended period of heightened cyber security threat. It has guidance for organisations on the steps to take to improve security.

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August 25, 2023
Guidance for small businesses on using facial recognition technology

Facial recognition technology (FRT) identifies or otherwise recognises a person from a digital facial image. Businesses can use FRT in a variety of contexts - for example, in allowing access to devices, taking payments, or allowing entry to secure areas.

Read article
February 22, 2024
The importance of a shareholders agreement

For limited companies, when it comes to making decisions, Company Law states shareholders who own more than 50% can pass a motion at a company meeting regardless of the views of other shareholders and if a shareholder(s) owns 75% or more of the shares they, control the company outright and can veto the decisions of all other shareholders.

Read article
February 22, 2024
Young people at work

The Health and Safety Executive have a dedicated webpage for employers reminding them of the need to be extra cautious with the safety of young people.

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February 22, 2024
Dealing with inflation

With continuing inflation in the UK, many of us and our businesses have been put “off track” in the short to medium term. The Bank of England recently increased interest rates by a quarter of a percentage point to 5.25 per cent. The rise was as expected by economists in view of the latest data showing annual inflation at 7.9 per cent in June which is four times higher than the Bank of England’s 2 per cent target.

Read article
February 22, 2024
Women in Engineering Grant 2023

If you a female leader of an enterprise within UK engineering and are looking for funding to take your organisation to the next level, then check out this grant from manufacturing specialist Get It Made. They have announced a new grant, which aims to support female-led engineering enterprises and help encourage the next generation of women in UK engineering. The manufacturing grant consists of £5,000 (excluding VAT) that can be used when ordering any of Get It Made’s manufacturing services.

Read article
February 22, 2024
£40 million fund launched for 5G across the UK

The UK government has launched a £40 million fund to spark local digital revolutions and unlock 5G benefits across the UK.

Read article
February 22, 2024
Rethinking business resilience

Being resilient by choice is critical for both survival and for strategic advantage in an era where disruption is the norm. The threats businesses face today are complex and becoming more frequent than in previous times. We have seen a pandemic, an ongoing war in Europe with supply chain issues, a cost of living crisis, extreme weather and frequent ongoing cyber-attacks.

Read article
February 22, 2024
NCSC guidance on long-term cyber resilience

The National Cyber Security Centre (NCSC) states that UK organisations should prepare for an extended period of heightened cyber security threat. It has guidance for organisations on the steps to take to improve security.

Read article
August 25, 2023
Guidance for small businesses on using facial recognition technology

Facial recognition technology (FRT) identifies or otherwise recognises a person from a digital facial image. Businesses can use FRT in a variety of contexts - for example, in allowing access to devices, taking payments, or allowing entry to secure areas.

Read article