Bath-based Epoch Wealth Management has been shortlisted for a prestigious national finance industry award for the second year running. Epoch is one of only eight finalists competing for the title Adviser Firm of the Year at the Money Marketing Awards 2017. The awards recognise the leading firms in the financial services industry and the...
Bath employers are being warned to urgently review their payroll practices following a government tax raid on employee benefits. Since April 6 the government has clamped down on salary sacrifice schemes that reduce gross pay in exchange for benefits such as mobile phones, cars, gym memberships and school fees. Bath’s largest accountancy firm Bishop...
Simon Walshe, an independent financial adviser in Chase de Vere’s Bath office, has been shortlisted in the Young Retirement Planner of the Year category at the Retirement Planner Awards 2017. Simon, 30, pictured, joined Chase de Vere in 2009 after achieving a first-class degree in Business Administration from the University of Bath. He progressed...
A modern office building left vacant after its previous occupier went into liquidation has been sold to an independent financial advice firm, which will relocate from its base near Bristol. Integrated Financial Solutions has bought the long leasehold interest in Xchange House at Pickwick Park near Corsham and renamed it The Hayloft. The firm, formed...
Bath City Football Club’s Supporters Society has triumphed in its two-year battle to become the club’s majority shareholder. The move transforms Bath City into a long-hoped-for, community-owned football club following the success of the Supporters Society’s high-profile Big Bath City Bid campaign last year. The campaign, which was backed by many firms across Bath,...
Bath-based Epoch Wealth Management has strengthened its advice team with the appointment of experienced financial specialist James Butler and additional support staff. James has worked in financial services since 2008 and has managed both advisory and discretionary investment portfolios as well as advising high net worth and not-for-profit clients. He joins Epoch from London-based...
Regional accountancy firm Bishop Fleming has achieved Platinum Champion Partner status with Xero, the global leader in cloud-based accounting software. The firm, whose Bath office is the city’s largest accountancy practice, is now in the top 2% of Xero accountants. The Bishop Fleming team achieved the milestone as a result of significant growth in the number...
It is important that profit extraction strategies for owner-managed companies are reviewed on a regular basis to take in to account changes in circumstances and in tax rates and rules, writes Pearson May partner David Richards. The advent of a new tax year is often an opportune moment to review one’s tax affairs...
More than 400 South West business figures were entertained with anecdotes about Radio 2 listeners and humorous stories from life as a journalist by broadcaster Jeremy Vine at the annual ICAEW West of England annual dinner. The event, one of the most popular in the region’s business calendar, attracts leaders from the accountancy and professional...
Regional accountancy firm Bishop Fleming has appointed John Talbot as an audit director in its fast-growing Bath office. John, pictured, a chartered accountant with more than 17 years of audit experience, joins from rival BDO. He is experienced in dealing with a wide range of corporate sectors, including manufacturing, IT, professional services and leisure...
