Finance

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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Brewin Dolphin snaps up Epoch Wealth Management with promise to retain its office and all staff

May 3, 2019
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Brewin Dolphin snaps up Epoch Wealth Management with promise to retain its office and all staff

Bath-based wealth management firm Epoch has been acquired by Brewin Dolphin in a deal that will give the national investment management and financial planning firm its first office in the city. Epoch managing partner Barry Newbury and his 37 staff will transfer to Brewin Dolphin along with its clients. Epoch’s Queen Square office will...

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Corporate sponsors sought for former Bath Rugby stars’ Nepalese spinal injury centre appeal

May 3, 2019
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Corporate sponsors sought for former Bath Rugby stars’ Nepalese spinal injury centre appeal

Former Bath Rugby players Ed Jackson and Olly Barkley are inviting the city’s firms to support a not-for-profit organisation Ed has set up following a severe spinal injury that left him paralysed from the neck down and unlikely to ever walk again. Ed sustained the injury in 2017 while diving into a friend’s swimming...

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Bath Building Society looking to fund local community groups through its annual charity awards

May 2, 2019
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Bath Building Society looking to fund local community groups through its annual charity awards

Charities and community groups from across Bath are being urged to apply to Bath Building Society for funding and support under its annual charity awards. Eight charities and community groups will share £6,500 under the scheme while a further three will receive a pair of Bath Building Society hot air balloon tickets – which...

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