Money Matters

Pearson May weekly financial round-up

April 27, 2017
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Pearson May weekly financial round-up

Each week Bath Business News and Pearson May bring you the top national finance stories. Managing cashflow for small businesses Think of cashflow as a balancing act to get your house in order. Read the full story here Completing your auto-enrolment duties Important procedures for completing your auto-enrolment duties. Read the full story here...

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Scrapping of ‘rushed’ digital tax scheme welcomed by accountancy firm

April 26, 2017
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Scrapping of ‘rushed’ digital tax scheme welcomed by accountancy firm

Regional accountancy firm Bishop Fleming has welcomed the scrapping of the government’s controversial plans to digitalise the tax system and force business to make quarterly online returns. The scheme, which was due to be introduced in April next year have been dropped due to the upcoming General Election. Bishop Fleming, which has an office...

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Crowdfund investors develop taste for Wild Beer Co’s ambitious expansion plans

April 3, 2017
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Crowdfund investors develop taste for Wild Beer Co’s ambitious expansion plans

Somerset craft brewery The Wild Beer Co has raised almost twice its initial £1m crowdfunding target towards its new brewery and restaurant complex on the Bath & West Showground. The rapidly-expanding brewery has outgrown its current site on a dairy farm at Westcombe, near Shepton Mallet, and plans to develop a new, much-larger operation...

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Double partner appointment boosts Thrings’ private client team

March 30, 2017
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Double partner appointment boosts Thrings’ private client team

Regional law firm Thrings, which has an office in Bath, has strengthened its private client offering with the appointment of two new partners. Awen Mellick and Stuart Crippin have joined the firm’s fast-growing private client team, which works across its five main UK offices in Bath, Bristol, Swindon, London and Southampton. Awen was formerly...

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Pearson May weekly financial round-up

March 3, 2017
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Pearson May weekly financial round-up

Each week Bath Business News and Pearson May bring you the top national finance stories. April 2017 tax and finance changes  Among the incoming tax and finance changes are the Lifetime ISA and residence nil-rate band. Read the full story here More people choosing to be self-employed Despite the challenges, more people are choosing...

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Ethical investing to be explored at next week’s Royall Wealth Club meeting

January 20, 2017
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Ethical investing to be explored at next week’s Royall Wealth Club meeting

Bath entrepreneurs are being invited to attend the second meeting of The Royall Wealth Club, the innovative West-based community of forward-thinking individuals, on Monday. The club, which covers Bath and Bristol, was launched last October to bring together successful people from all walks of life to meet, share and develop their personal goals around wealth,...

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Former Parliamentary adviser takes up business development role at Care Planning Services

January 19, 2017
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Former Parliamentary adviser takes up  business development role at Care Planning Services

Bath-based Care Planning Services has appointed lawyer and former Parliamentary adviser Sarah Clarke as business development manager. The firm was set up as a joint venture nearly three year ago by Stone King solicitors and Money Wise Independent Financial Advisers – both with offices in Bath – to provide joined-up legal and financial advice to help...

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Inspirational speakers lined up for second Royall Wealth Club meeting

January 13, 2017
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Inspirational speakers lined up for second Royall Wealth Club meeting

The Royall Wealth Club, the innovative West-based community of forward-thinking individuals, stages its second meeting later this month with a platform of inspirational speakers. The club, which covers Bath and Bristol, was launched last October with the intention of bringing together successful people from all walks of life to meet, share and develop their personal...

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Pearson May Financial Update: The tax benefits of giving to charity

December 2, 2016
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Pearson May Financial Update: The tax benefits of giving to charity

Whatever your reasons are for donating to charity, an added bonus can be the tax breaks that are available, says Pearson May partner Jacqui Bowden. Gift Aid Donating through Gift Aid means that charities can claim an extra 25p for every £1 you donate. Any donation you make under Gift Aid is deemed to...

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Coveted Financial Adviser of the Year title ‘highlight of career’ for Bath director

November 25, 2016
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Coveted Financial Adviser of the Year title ‘highlight of career’ for Bath director

Jonothan McColgan, director of Bath-based financial advisers Combined Financial Strategies, has been named Financial Adviser of the Year at the 2016 Growth Investor Awards after coming runner-up last year. The coveted awards, now in their second year, are staged by Intelligent Partnership, the UK’s leading curator of education and insights on alternative investments. Jonothan,...

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