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News and resources
Tax
Tax rates and allowances are constantly changing. Tax planning opportunities are also wide ranging and changing, which is why it is important to make sure your plans are up-to-date. These guides provide information for the current tax year. Please contact us for guidance and advice.
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Personal
As with all aspects of our service, we aim to work with you to minimise your tax liabilities and maximise your wealth, and to build value and security for your family as well as your business. These guides are designed to provide you with personal planning essentials, but please contact us to discuss how we could help you.
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Firm's news
Keep up to date with the Mark Holt and Healium latest news and announcements.
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Client Portals
Welcome to our DocSafe area. This section of our site allows us to exchange confidential data with our clients in a secure manner. All data is held in a secure environment and transmitted over industrial standard ssl connections.
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Calculators
A number of easy to use calculators, these will help you to check and plan your finances.
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Business
Whether you are just planning or starting a new business venture, or are at the helm of a seasoned enterprise, these guides are intended to provide you with valuable business planning information.
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