A progressive, South West based accountancy practice


Leaders’ Vision Day

Our venue put the red carpet out today for the Numbers (UK) Ltd Leaders’ Vision Day!
Lots of great ideas coming to you soon….

April Fool’s Day

A multi-coloured surprise awaited Andy and Rachael’s arrival on April 1st. Their respective offices were half filled with balloons…

Various pranks were carried out during the morning – all in the spirit of ‘Making Lives Better’. Thank goodness it lasted for only 3 hours on a Friday!!


Protecting the next generation (and the one after that)

After extensive research, Steve was able to implement some planning for a client that will save him over £1,800,000 in Inheritance Tax. Not only that, the structure will also protect the heirs’ estates from IHT on the same assets. Steve says,

“the client is naturally delighted, and I really enjoyed the technical interplay of Stamp Duty Land Tax, Capital Gains Tax, and Inheritance Tax.” (but then he always was a bit strange!)


Georgia successfully received a refund of PAYE for £880.55 for one of our clients. We enjoy getting refunds for our clients!

Making ourselves available

Steve held a meeting with one of our clients last week, and is working on a new project that should make it a lot easier to get in touch with us. Watch this space for future developments!

A helping hand

Steve helped a client of ours complete a form that is required as part of a court case. She was very nervous about getting it wrong, but now feels she can get it done with our help.

Enhancing efficiency, in an efficient manner

Steve agreed a plan for the implementation of new accounting and project management software with a client last week. The phased program will deliver £10,000s of efficiency savings every year, without having to disrupt the current smooth running of their office.