Finance

Firms urged to boost charities’ coffers by taking part in Bath’s Dragon Boat Race

May 31, 2019
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Firms urged to boost charities’ coffers by taking part in Bath’s Dragon Boat Race

Bath businesses are being invited to enter teams for the city’s third annual Dragon Boat Race and bring in much-needed cash for two charities. Since its launch in 2016 the race has raised more than £34,000 for Designability, the Bath-based charity which designs and creates assistive technology and products for people living with a...

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‘Gold standard’ of later life advice gained by Old Mill financial planner

May 29, 2019
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‘Gold standard’ of later life advice gained by Old Mill financial planner

Carolyn Matravers, an adviser at West of England financial planning firm Old Mill, has joined the prestigious Society of Later Life Advisers (SOLLA) organisation. SOLLA was formed in 2008 as a not-for-profit society dedicated to helping people and their families find trusted accredited financial advisers who understand the financial needs of later life.  SOLLA...

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Pearson May weekly financial round-up

May 23, 2019
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Pearson May weekly financial round-up

Each week Bath accountancy firm Pearson May and Bath Business News team up to bring you the top national finance stories. This week we look at . . . Over-55s withdraw £25.62bn from pensions Withdrawals hit record high since April 2015 and show no signs of slowing. Click here to find out if this...

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New partner strengthens Thrings’ growing succession and tax offering

May 22, 2019
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New partner strengthens Thrings’ growing succession and tax offering

Regional law firm Thrings, which has an office in Bath, has appointed private client, succession and tax specialist Douglas Smith as partner. Douglas, pictured, has more than 30 years’ experience of acting for UK and non-UK domiciliaries on tax planning, preparing wills and trusts, and probate work involving the administration of substantial and complex...

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Partner promotion for Bishop Fleming audit director recognises her ‘outstanding contribution’

May 15, 2019
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Partner promotion for Bishop Fleming audit director recognises her ‘outstanding contribution’

Regional accountancy group Bishop Fleming’s corporate audit director Ria Burridge has been promoted to partner less than three years after joining the firm. Ria takes up her new role from June 1. Bishop Fleming, which has an office in Bath, said the promotion was in recognition of her outstanding contribution to the firm together...

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New chair appointed to The Prince’s Trust regional development committee

May 14, 2019
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New chair appointed to The Prince’s Trust regional development committee

The Prince’s Trust has appointed Andrew Billingham as chair of its South West Development Committee (SWDC). Andrew, who is managing director of YTL Arena Bristol, has been SWDC vice-chair for four years. He will take over from Mike Beesley, the CEO of Bristol-based recruitment group RSG who set up the SWDC in 2015.  The...

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Innovative ‘later living’ housing concept to be launched in Bath after L&G buys Homebase site

May 13, 2019
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Innovative ‘later living’ housing concept to be launched in Bath after L&G buys Homebase site

Finance giant Legal & General is to launch a pioneering retirement village concept in Bath in a move it says will go some way to easing the city’s housing crisis linked to its ageing population. L&G has bought the 4.5-hectare former Homebase site off Pines Way from owner British Land in a £13.5m deal...

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Coveted finance industry award shortlisting for Chase de Vere manager

May 13, 2019
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Coveted finance industry award shortlisting for Chase de Vere manager

Justine Fearns, senior research manager in national independent financial advisory firm Chase de Vere’s Bath office, is in the running for a prestigious industry award. Justine, pictured, who has worked at the firm for 21 years and plays a key role in managing clients’ investment portfolios, has been shortlisted in the Woman of the...

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Pearson May weekly financial round-up

May 10, 2019
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Pearson May weekly financial round-up

Each week Bath accountancy firm Pearson May and Bath Business News team up to bring you the top national finance stories. This week we look at . . . Are UK businesses in a state of decline? How to spot and avert failure in your business. Does this affect you? Click here to find...

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Pearson May Financial Update: Reporting benefits and expenses provided to employees

May 8, 2019
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Pearson May Financial Update: Reporting benefits and expenses provided to employees

As we have now passed the end of another tax year, attention may well be increasingly focussed on the completion of tax returns for the year ended April 5, 2019 and annual accounts for those businesses with a March (or April 5) year end, writes Pearson May partner Matthew Rutter. However, businesses shouldn’t forget...

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