Steve was privileged to help two clients on their journey to “better”. The first is a long standing client who is approaching retirement. We have been able to forecast his tax bills over the next two years, so he can budget in confidence for his retirement. We also provided him with a “sensitivity analysis”, so he knows how his tax will change if certain decisions are taken.
The second client wants to purchase a commercial property in Plymouth, and needed some management accounts for his chosen funder. His current accountant hadn’t returned his calls in weeks. We were able to produce a set of management accounts, to the dates requested by the funder within a week.