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

February 12, 2026
One Million Miss the Tax Return Filing Deadline

HMRC has estimated that around a million people missed the 31 January 2026 Self Assessment tax return filing deadline.

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February 11, 2026
CMA Proposes New Rules to Give Businesses More Control Over Google Search

The Competition and Markets Authority (CMA) has announced a set of proposed measures aimed at increasing fairness, transparency and choice for businesses and consumers using Google’s search services in the UK.

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February 9, 2026
Deadline Approaching for Business Rates Valuation Checks

Enterprises that pay business rates are being encouraged to check their current property valuation and make sure the details held by the Valuation Office Agency (VOA) are correct.

Read article
February 5, 2026
Business Confidence Falls Again as Tax Concerns Reach Five‑Year High

The latest Business Confidence Monitor, an Institute of Chartered Accountants in England and Wales survey, shows confidence continuing to fall. Confidence has now fallen for six consecutive quarters and is now at its lowest since the final three months of 2022.

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February 4, 2026
VAT Flat Rate Scheme: Could It Work for You?

If you are a small VAT-registered business, how you calculate your VAT could make a real difference to your cash flow and the time you spend keeping records.

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February 2, 2026
Business Rates Relief for Pubs and Live Music Venues

It has been announced that eligible pubs and live music venues in England will receive a 15% discount on their business rates bills in 2026/27. Rates bills will then be frozen in real terms for a further two years.

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January 29, 2026
Private sector pay growth slows to five-year low

UK wage growth eased to 4.5% between September and November 2025, according to the Office for National Statistics, reflecting a notable slowdown in private sector pay.

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January 28, 2026
WorkWell to roll out across England

A national expansion of WorkWell, a health-and-employment support service, is set to take place across England, following a successful pilot that helped more than 25,000 people stay in or return to work.

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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
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.

Read article
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