A progressive, South West based accountancy practice

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Steps towards your personal goals

Steve met with a couple of builder clients last week, and gave them an idea that could save thousands of pounds in tax over the next ten years. On Friday, we learnt that the first steps had been taken, and £50,000 of tax free cash had been realised. This gives their strategic development plan a major step forward.

Another client came in for their pre-year end meeting, and Steve showed them a way in which £125,000 could be extracted from their family company with a low tax take. Again, their family goals have moved a giant step closer.

At the other end of the scale, Steve found a creative way to allow a new client to pay our fees, so she can get her accounts up to date, registered with HMRC, and start to make her business work for her, rather than the other way round.

Making Lives Better, on a daily basis.

Dream home for our client

Steve & Andy had a meeting with a client this week, in which they identified a way to save his family £83,248 in combined taxes! This allowed him to fund the land & build costs for his dream house.

Property sale

Andy assisted a client to setup a plan that will save £25,589 in taxes resulting from the sale of an investment.

Planting trees in The National Forest

We have now started our paperless payroll initiative – offering to plant a tree for each client who signs up. We are thrilled that four clients have said yes so far – so four little Numbers trees have been planted!