Insight

Steve & Andy had a meeting with a client this week, in which they identified a way to save his family £83,248 in combined taxes! This allowed him to fund the land & build costs for his dream house.

Andy assisted a client to setup a plan that will save £25,589 in taxes resulting from the sale of an investment.

We have now started our paperless payroll initiative – offering to plant a tree for each client who signs up. We are thrilled that four clients have said yes so far – so four little Numbers trees have been planted!

This week Georgia managed to sort a client’s PAYE credit due to an HMRC error. She also sorted a client’s sole trade PAYE scheme, got the fines removed and the scheme closed – which should’ve happened long ago!

Last year we implemented a long term tax planning strategy for a client. This year they have benefitted from a tax bill that was £26,741 lower than it ordinarily would have been. You can imagine how happy they are!

For some time now, we have been aiming to use less paper. At Numbers we are now almost completely paperless, and the content of our numerous filing cabinets has been scanned and stored safely and securely in the ‘cloud’. In addition to this, we are excited to be offering to plant a tree for each client who agrees to our paperless payroll initiative. The National Forest will be planting our trees – at no cost to our clients – when they agree to the scheme, and our payroll clients will be receiving an email over the next few months. As we strive to take care of our environment, our hope is that we are ‘Making Lives Better’ for us, and our families – now, and for future generations. You can also get involved personally here.

If making people happier, more relaxed, and hopeful for the future is something that you buy into, then you’d fit right in at Numbers. Here at Numbers we are passionate about ‘MAKING LIVES BETTER’ – in fact, it’s what makes us want to get up and come into work every day. This drive means that we devote all our energy into making lives better for our clients, and everyone we come into contact with during the day … and that includes our team! People are the heart of our firm, so we aim to do the extra to make sure they feel valued. Here at Numbers we call ourselves ‘team’, and we truly are. More than that, as a family owned firm we have a family feel – looking out for one another, as well as our clients, and wanting everyone to feel part of that family. This means that…

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Georgia was busy Making Lives Better last month when she visited an orphanage in South Africa, and helped run a holiday club for 100 kids aged 2-16. She took a group of young people from the Plymouth area to help.

Our client was pleased that we saved £828.72 on his VAT bill last week – a nice bit of holiday spending money! We saved another two clients £9456.68 and over £12000 in VAT reclaims – enough for a holiday AND spending money! If you think you are paying too much tax – get in touch.

Beth, our part time social media manager -and physio undergraduate – achieved a 2.1 at the end of this academic year. Well done Beth! And Rachael, our Practice Manager – who is studying a BA in Business Management – achieved a ‘First’ at the end of this academic year. Another success!