A progressive, South West based accountancy practice


Celebrating success

Steve and Rachael’s daughter passed some important medical exams this summer, meaning that she is now a Member of the Royal College of Physicians (MRCP). She was awarded her qualification at the Royal College last week. A proud parent moment!

Being compassionate

Mike successfully appealed a late filing penalty from Companies House for our client who had suffered the death of a spouse. His intervention at such a difficult time for the family saved them £750 – but more than that, Mike was able to take the burden from them when they needed to concentrate on more important things.

Corporation Tax

Mike also managed to reduce a client’s Corporation Tax debt by £6,630.97 by reclaiming the S455 Corporation Tax charged on overdrawn Director’s Loan Accounts.

Job opportunity!

We have a part time vacancy as an Administrative Assistant at our Plymouth accountancy practice.

If you are highly motivated, have brilliant communication skills, and can deal with colleagues and customers in a polite and friendly way, this job might well be for you.

Our ideal person has excellent organisational skills – managing their own time, prioritising their workload, and staying calm under pressure. They have great observational skills and listen to instruction. And they are proactive and creative!

If you think you are our perfect fit, get in touch with Lindsey for more information!

Mocktails and Nibbles … and Making Tax Digital

Our Making Tax Digital workshop last month was a resounding success, with seven guests attending – ably hosted by our capable team. Andy presented, and included insights into some of the software that we use here at Numbers. Guests were reluctant to leave after the event, and picked the brains of our experts whilst sipping on mocktails.

Lower tax bills

We regularly manage to reduce our client’s tax bills, and one plumbing and heating firm benefitted from the team’s expertise this month. We really loved giving them the news that their corporation tax bill was much lower than they had feared!

Great advice, better price

Steve met with a potential property investor last week, and was able to give him some great, practical tips to help him make a success of his new career. We were able to identify areas in which he could really maximise his return, and the kind of things he needed to consider when looking to invest.

If you need a listening ear or would like to drill down into the detail of a planned new business, let us know. Our initial appraisals are always at our expense, and you’ll get great ideas that will add real value to your business plan.

And at the other end of a career

Steve met with Ian and Shaun to finalise the details of a handover of business from one generation to the next. Having worked with the business for over ten years, Steve was pleased to steer them through the potential minefield of share transfers, property reorganisations and recruitment. As Ian commented, “while the handover date isn’t for another two years, it’s never too early to start the planning”.

Having fun

Work isn’t all about, well … work. Last week, Steve and Rachael attended two events on the same evening. The first was the opening of Mike Legassick’s (of Manning & Co) new office in Ivybridge, where we caught up with some old friends. Then, it was off to Plymouth Hoe to watch the National Firework Competition in a £1.5m penthouse (with rooftop pool), courtesy of Andy and Paul at Maitlands. Again, we met some interesting people, and had some great conversations. I guess the message here is to ensure you enjoy life amongst all the work. As Mike often says, “Life isn’t a dress rehearsal.”

Thanks to all for giving us such a good evening.