A progressive, South West based accountancy practice

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Using technology to work smarter

Steve saw a potential new client who wanted to get his tax affairs in order before he moved overseas for work for the next three months. Using our technology, we have been able to quote and sign him up in one afternoon. Client due diligence can all be done electronically, so we don’t need copy passports, driving licences or utility bills; all good news for a client who has better things to do with his time. If you want an accountant who knows how best to use technology and can help you maximise your own productivity, give us a call.

A trip down memory lane

Jane came in to see Steve about two years ago, asking for advice on the Capital Gains Tax aspects of a proposed gift of a house to her daughter. That gift now needs to be reported and Jane asked Steve to assist with the calculation of the final tax bill. Using his knowledge of the CGT rules, Steve was able to let he know how much tax would be due, and suggests ways in which the tax could be deferred or even eliminated entirely.

CGT is currently an optional tax, so if you’d like to know more about how to defer or eliminate it, either before or after the event, get in touch.

Exam success!

Jake achieved 93% in the Indirect (VAT) Tax unit which counts towards his AAT qualification. We’re wondering how he dropped the 7% …! Haha! Well done Jake – you’re  a smart cookie!

Peace of mind

One of our clients was threatened with legal action after parting ways with a business partner on a project. Steve and Mike worked closely with our client and ex-partner to successfully argue that the input by both partners was very close, while negating a claim for loss of potential profits.

Our client walked away with resolution which means that both sides can carry on trading separately. She now has peace of mind about the situation and is able to sleep easier a night since the final claim was reduced by around 90%

Lindsey is on holiday

Message from Lindsey: “My good news today is that it’s 2-4-1 cocktails at the bar this afternoon. You’re welcome. 🏖🍸😉”