And there’s more to come!
Our next seminar will be held on Thursday 19th February. It will demonstrate how small changes can lead to HUGE benefits to you and your family. Our case study generated an extra £2.3m of tax paid wealth. How much could you generate? Come and find out! Contact us to reserve your place.
Team news
We are delighted to welcome Charlie to our team. Starting on 7th January, she will spend much of her time helping Priscilla with our “visitor experience” offering, and administrative tasks. However, she has many other talents, and so will be helping Rachael with our marketing efforts, starting with our second £2.2m seminar in February. As soon as we have convinced her to give us a photo(!), you’ll be able to read a little more about her on our website. Brad passed his ethics exam at the end of December, and now has just one more to complete his level 2 qualification. Well done Brad!
New clients
Welcome to Neil, Dave and Nick, Sam and Carol, Joan and Richard, and James, our newest clients.
Adding to our tax refund total
Another week, another refund. Client who has struggled financially this year, was delighted to hear that we could generate a tax refund of over £5,000 for his company. Last week, we were informed by HMRC that “the cheque’s in the post”. Now I know that usually means, “I’m thinking about maybe putting some thought into getting a cheque written some time before the next millennium,” but HMRC usually deliver on their promise. That makes a grand total of over £65,000 of tax refunds this year – this excludes all the tax we have prevented from being paid in the first place! So, if you want an accountant who looks at “Making Lives Better” in 2015, by cutting your tax bills (legally so you can sleep at night), you know where to find us.
Working together to bring stunning results to our clients
There are some things we are not allowed to do, so we find advisers who can. Working with an IFA, we have finalised a plan which not only saves a client over £150,000 in Corporation tax, but removes £800,000 from their taxable estate and generates a further £4,000 a year of annual tax savings. Total tax savings exceed £500,000 and they retain control over their assets! If you want to know how you can get the same result, just ask us.
Good news for all
2015 promises to be a year of great opportunity, and we have already identified seven new initiatives that we want to bring to our clients. Keep watching for news as we roll them out!
And finally …
Thank you for your support during 2014. We appreciate that we haven’t always been perfect, but we are working hard to “make ourselves better”.
A big thank you
A big thank you to our client Carl Meyer, for the gift of a bouquet of flowers to congratulate us on our relocation. They look beautiful in our reception. Our clients are great!
We have moved!
Our office move on Monday went amazingly smoothly! By the end of the day we were fully operational, with all telecons restored – a minor miracle! We are thrilled with our new ‘space’! Come visit when you next pass, and we’ll take you on a Grand Tour!! As we mentioned in our last bulletin, we are much more central, easy to find, and now have dedicated parking. Even in this, our aim is ‘Making Lives Better’.