As the clock strikes midnight and the calendar flips to a new year, we’re often filled with aspirations for self-improvement. Common resolutions include hitting the gym, eating healthier, or learning a new skill. But have you considered making financial planning your top resolution?
For families in the UK, inheritance tax (IHT) can have a significant impact on the wealth passed down to future generations. However, there is an effective way to transfer wealth that not only eases this financial impact but also brings broader economic benefits: gifting through surplus income.
The process of probate can be complex and overwhelming, especially when it comes to record-keeping. Executors must retain key documents long after an estate is settled, as HM Revenue and Customs (HMRC) can request to review these records for up to 20 years after Inheritance Tax is paid.
The recent UK budget introduces £40 billion in tax hikes and changes to inheritance tax, capital gains and non-dom status, making effective financial organisation more crucial than ever. With new tax liabilities and relief limits, individuals and businesses alike must stay organised to manage these impacts effectively.
As a tax adviser, I’m often asked about inheritance tax and how to reduce its impact. One of the reasons Auderli was created was to give people peace of mind, knowing that everything is organised should the worst happen, while also ensuring they receive the best advice during their lifetime.
Whether you like it or not, Artificial Intelligence (AI) is a hot topic in nearly every industry right now and the world of accounting and finance is no exception. Conversations about AI’s potential to revolutionise how businesses operate are everywhere and financial professionals are beginning to see its profound impact.
Many people avoid talking about death, but addressing it early brings real benefits while you’re still alive. Probate—the complex, time-consuming process that begins after someone passes—can place a heavy burden on your loved ones if you're unprepared.
As more of my accountancy clients use Auderli to organise their information, it's prompted questions about their wills —some don’t have one (similar to 60% of UK adults), while others realise theirs needs updating. With Free Wills Month underway, it’s a great time to emphasise the importance of an up-to-date will and explore available resources.
The FCA’s Consumer Duty, introduced in July 2023, sets higher standards for client-centred financial advice, emphasising accountability and transparency. So what should professional advisor clients be experiencing as a result of this?
Tax season is a notoriously busy and stressful time for accountants. One of the most significant frustrations comes from clients providing necessary information in a piecemeal manner. This issue arises in several ways and creates numerous challenges.
In today’s rapidly evolving financial landscape, the role of a professional advisor has never been more critical. Clients are increasingly savvy, expectations are rising, and the competitive environment is intensifying. To thrive in this dynamic environment, professional advisors must expand their horizons and elevate their advisory services. Here’s why doing so is crucial for retaining clients and winning new business, along with a deeper dive into the hows and whys of this imperative shift.
Anti-Money Laundering (AML) regulations require businesses to implement stringent measures to prevent illicit funds from entering the financial system. While larger institutions often have dedicated teams and resources to tackle AML compliance, smaller firms can sometimes find themselves overwhelmed by the complexity of regulations.
This blog post explores how technology can assist with AML and KYC checks in the UK, highlighting both current applications and potential future developments.
Roger Brooks tells us why he wanted to work for Auderli and what his biggest challenges to date have been.
One of the questions we often get asked by our Auderli customers is about security. We thought who better to ask for a no fluff, no guff answer about our security, than our resident security specialist and CTO, Nick Doyle.
Atanas joins us from Sainbury's and talks to us about the work that goes on behind the scenes at Auderli.
Mark explains how Auderli has opened his eyes to financial planning in a way that will transform the future for his children.A quick introduction please Mark?
Jess is our new Front-End Developer. Her first project has been to bring our sharing functionality to life. Read about how Jess found Auderli and what her grand plans are for the app.
One of our very first Auderli users talks about his experience with Auderli and the features he's looking forward to in the coming months.
Our chief designer, Alexander Stevens, tells us about designing Auderli's app and website.
In this article our CTO Nick Doyle talks about his vision for Auderli and how he believes it can help people - even when they don't think they need it.
Our founder and CEO, Steve Crouch, tells us the Auderli story from the very beginning and explains how Auderli is revolutionising the future of life admin.
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