This month we meet newly promoted Director, Denise Harris based in our Crediton and Tiverton offices.

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There had been much speculation before the Chancellor stood up, would he confirm the PM’s earlier statement that it was the end of austerity and with the uncertainty over Brexit would he really have much to say? 

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The vital role trustees play in the running of a charity and the particular pressures they face will be addressed at a seminar we are holding near Exeter next month.

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For the second year running we have been short-listed at the Western Morning News Business Awards in the “Best Use of Communications” category.

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The latest edition of our biannual Charity Newsletter is now available.

CLICK HERE to read the latest on Trustee Expenses, Charitable Investments, Automatic Disqualification and Annual Charity Returns. Plus, details of our upcoming Annual Charity Seminar.

 

 

It’s not often that the Government tell you how to do something. Yes, they often tell you what you can (and cannot) do but how you do it is often up to you. 

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Renowned national broadcaster Paul Lewis will join England cricketing legend Marcus Trescothick for two informative and entertaining “audience with”-style events we are holding in Exeter and Taunton. 

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More than £5,000 was raised at our annual charity golf day – bringing the amount raised by the event to just over £20,000 in the last four years.

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It is important to know what your projected state pension entitlement will be as early as possible.

To get the full state pension entitlement you need to have paid or been credited with a number of years of qualifying national insurance contributions. The exact number can depend on your date of birth.

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A big welcome to experienced Chartered Accountant and Business Adviser, Patrick Tigwell who has joined us as a Partner.

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