Duncan Parkes, head of compliance at West accountants and financial planners Old Mill, has been named Protection Planner of the Year by the Financial Times’ Money Management magazine. Duncan had to go through a rigorous judging process to win the title, including providing a solution to a real-life financial problem set by industry experts....
Bath-based Epoch Wealth Management has been awarded the Chartered Insurance Institute’s prestigious Corporate Chartered status – widely regarded as the gold standard for the financial services industry. Epoch joins 575 other financial planning firms across the UK in being awarded chartered status, which demonstrates its commitment to delivering the very highest professional and ethical standards...
An ambitious plan is being drawn up to harness Bath and the West of England’s creativity and innovation to potentially create more than 100,000 jobs over the next 17 years. The emphasis will be on five key sectors spanning digital to aerospace, and in which the area is already strong, to drive growth and...
Barclays has provided a £1.5m finance facility to help Norton Radstock College achieve its £3m campus upgrade. The package has helped fund the construction of a 26,167 sq ft two-storey building at the further education college in Radstock, replacing the 1950s North Side Building. More than 1,000 full and 5,000 part-time students undertaking a...
The managing partner of West accountants Bishop Fleming has a simple, one-word recommendation for what Chancellor George Osborne should do in his Autumn Statement next month – nothing. Matthew Lee believes if the Chancellor, pictured, is serious about ensuring the economic recovery takes hold and benefits business then he should resist the temptation to...
Bath area firms are being advised to check whether they qualify for valuable tax credits under the Government’s research and development (R&D) scheme. West accountancy firm Milsted Langdon, which has an office in Bath, says many firms are unaware they are eligible for the scheme which increases tax relief against taxable profits. To qualify,...
Bath area business owners considering selling their companies can get expert advice at a free conference staged by West accountants Monahans later this month. The morning event, at Homewood Park Hotel on November 26, is open to anyone planning to sell their business in the future or would like to understand the process involved....
Both of West accountants Bishop Fleming’s technical tax directors have been appointed as advisors to Chancellor George Osborne as part of his drive for tax simplification. Andy Richens has been engaged by the Chancellor’s Office of Tax Simplification (OTS) to advise on tax issues for small businesses, and is now retained to advise on...
The two University of Bath graduates behind one of the region’s most successful healthy fast food restaurant groups have secured a £65,000 funding deal with Santander to help finance further growth. Economics graduates Griff Holland and Ed Brown started Friska in 2009 in Bristol and it has since grown from one to four restaurants...
Bath independent financial advice firm Chase de Vere today warned of ‘unintended consequences’ behind the Government’s plan, announced this morning, to cap management fees charged by pension providers. The Treasury is consulting on limiting fees to between 0.75% and 1%, claiming the move could save tens of thousands of pounds for many people. Pensions...
