Author Archives: Rachael Carey

A big welcome to Felix, our newest client. Steve visited a new client and discovered that she was over £2,100 in credit with her existing accountant. This means she can reclaim that sum, and getting us to prepare her 2014 accounts improves her cashflow by over £1,000!

Steve did an expert review for another accountant on Friday. The other accountant had done a good job with a complicated CGT issue, but Steve identified an opportunity to turn it into a GREAT position for her client. Steve said it’s nice to help old friends! And the old friend told Steve “That’s exactly why I wanted you to review the paperwork; you think outside the box.”

This week, Steve delivers some highlights from our 70 point, year end tax planning checklist to Plymouth Business Network. If you’d like a detailed review, to spot any opportunities to cut your tax bills (without hiding cash in Switzerland!), please get in touch.

Welcome to our latest clients, John, Amanda and Darren.

Mike came into the office for his pre tax year end review. Identified 11 steps he can explore to “make life better”. He, and the team here are working through those points this week. More importantly, we may have found someone to help him run his business, allowing him to have a holiday for the first time since this time last year.

Steve saw another new client this week, and identified a simple step that will save him over £1,700 every year. Adding in a second step will save another £1,000, so our fees are essentially paid by HMRC, with something to spare!

We don’t have to pay Brad’s college fees this year. His status and age mean he qualifies for full funding. Also, we received our £1,500 grant for supporting him through his level 2 studies. It’s nice to be paid for doing the right thing. Brad did share some expected good news, but as the exam results are published for another four weeks, we’d better not second guess the examiners. We’ll keep you posted!

Welcome to John and Andy, our newest clients. Good to have you on board!

It’s great to be able to help out a friend. Mark and his brother popped in to the office to check out a tax saving idea they had. I was delighted help them plan out the steps needed to save themselves over £130 per week EACH. A nice way to end the week.

Are you aware that there is a £2,000 grant available for your small business? Contact us for help and advice on claiming your £2,000?