Author Archives: Rachael Carey

By meeting up with a client prior to their yearend we have managed to defer a capital gains tax liability of £9,000 by 12 months. In the first period of trading after incorporating their business we have helped a client generate tax savings in excess of £1,500. We’d love the opportunity to help you! Please contact us to arrange a meeting.

Oh, and another thing before you go … We’ve just finalised a set of accounts for a client with a January 2015 year end, giving them 256 days to budget for their tax liability!

Last Friday, our team joined in with the fun, as we helped raise money for the British Heart Foundation at the Ibis Hotel in Plymouth. (www.ibis.com) A quiz and coffee (and cake!) morning was enjoyed by all!! More importantly £125 was raised for this worthy cause.

With newly ‘labelled’ dedicated parking spaces expertly done by LMS Highways (contact@lmshighways.co.uk), a sign on the car park ‘leader board’ (!) and smart window vinyls produced by Signs Express (plymouth@signsexpress.co.uk), you can’t miss us at Parkway Court! Pop in and have a coffee and a chat. Check out our rebrand as you do. We’d love to see you!

We were 16 on February 1st! A double celebration as all the tax returns were completed the previous day.

This week we have moved another client across to Xero and Receiptbank, saving them over 4 hours per week of accounting in the process! What could you do with the extra time?! (and money!) Xero has also now added the ability to raise quotes on their system. Talk to us if you’re looking for a system that can help you to streamline all of your accounting process.

www.plymouthherald.co.uk/Plymouth-lawyers-warned-disclose-unpaid-tax/story-25897859-detail/story.html

Rachael is embarking on an exciting new journey! She is due to start a Business degree – BA (Honours) Leadership and Management – in April. This will be done via The Open University, since she can fit the studies around her work commitments. Our best wishes go to Rachael! Numbers (UK) Ltd. will certainly benefit from her enhanced knowledge!

Over the past year I have been the secretary for Pelynt young Farmers. We are a charity raising money to give to a charity of our choice. We decided that all money raised for 2014 would be donated to ‘The Liskeard Triangle Centre’. This is a charity based at Liskeard Hospital which provides chemotherapy to the local cancer patients, and support to the patients, family and friends. It saves the patients and families a lot of time (and trauma) in travelling to Derriford hospital in Plymouth. As a small club we raised £3,500.00, which we presented to the Triangle Centre last night. A lady came to give us a talk about the centre, and told us that our donation was the biggest one she had ever received. As you can imagine that had a real ‘feel good’ factor – especially as it is a charity so close to our hearts.

We have implemented a plan, drawn up with a client, to take on responsibility for the whole management of their business. This will safeguard their income from the company (which far exceeds the income they could generate by selling the business and investing the proceeds), and protect the jobs of six people working in the business. They’re thrilled we are doing this – and we’re chuffed we can help!