A progressive, South West based accountancy practice

Hard at work saving our clients money

  • Through claiming the relevant allowances on assets, Andy reduced a client’s tax bill by £599. In addition, through researching how to fund their son’s student fees, an additional £1,800 was saved. The total savings more than covered our annual fee.
  • Andy has completed some planning into alternative trading structures for a client and identified potential savings of £21,000 in tax over the next 5 years.
  • After meeting with a client, Andy identified tax savings of over £15,000 by simply changing their business structure.
  • Last week, Andy and Steve met with clients who are looking to retire in just 14 months’ time. There are significant regulatory issues and they have never sold a business before, so didn’t know where to start. On meeting with them, our team identified issues that needed addressing, and presented an idea which would actually save them far more than it costs to implement, leading to a negative effective tax rate of 6%! Tim and David were delighted with our input!
  • A long standing client really appreciated the sounding board Steve provided during a late afternoon phone call. An issue had arisen with a previously planned project, and he needed to know if he was approaching the proposed adjustment in the correct way. A matter of great sensitivity, which could have blown the plan off course, has been averted.
  • Andy met with a client and gave them some ideas that could boost their business profits by £20,000, an increase which would transform the business.
  • Steve & Andy met with two clients to discuss the next step in their lives.  Five years on, they are millionaires, and for the first time need to think about IHT. It won’t surprise you to hear that our IHT mitigation ideas were well received!

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