Linked In presentation 2016

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Driven to succeed? Have a common sense, commercial approach and always put the customer first? Then we have a lot in common.

Transcript of Linked In presentation 2016

Page 1: Linked In presentation 2016

Driven to succeed? Have a common sense, commercial approach and always put the customer first?

Then we have a lot in common.

Page 2: Linked In presentation 2016

We start by talking to youWe’ll tackle your day to day issues head on with practical advice on profitability, cost control and cash-flow and ensure that you comply with all

reporting and tax regulations.

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Then we’ll use our in-house specialists in tax, corporate finance and pensions & investments to

look at realising your longer term plans.

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We can offer business support services too, like payroll, bookkeeping and management accounts as

well as HR and IT skills.

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Once the day to day is under controlWe turn our attentions to your plans for the growth

and development of your business.Any major decision is likely to have tax implications so high level tax planning is a fundamental part of

our joined up service.

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Our Corporate Finance team can originate an acquisition or maximise the value of your

business on its sale.

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Pensions and autoenrolment

All businesses are now required to provide some form of pension provision for their employees.

Our pensions and investment team can help you plan for autoenrolment.

BWFS is an Appointed Representative of David Booler & Company, which is authorised and regulated by the Financial Services Authority

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Specialist servicesProbate services: Bates Weston is one of a handful of Chartered Accountants who are licensed to carry out probate work

Specialist audits:Educational & Charity sector audits conducted for academies and charities in our region

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Bates Weston is now licensed to carry out non contentious probate in England and Wales.

We’ve always been able to help with IHT planning, Trusts and Estates but now we can write wills, administer estates and apply

for probate, supporting families through difficult times.

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The importance of having a WillIf you die without a Will, your estate is distributed according to

the law, not according to your wishes.

Without a Will even relatively modest estates can generate Inheritance Tax (IHT) liabilities.

With a Will IHT can be reduced or eliminated with planning and advice.

Please ask us about our will writing service

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Simple strategyWe take the greatest care of our

clients by understanding them and providing current timely, relevant and rounded advice, delivered by

innovating in all areas of our business and investing in our people

& technology

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Progress?• Continue to invest in our people – one of the

regions best training practices, accredited by ICAEW

• Programme of Continuous Professional Development

• Marketing Derby bondholders• Paperless office, client portals and online

accounting service• Added probate service• Enhanced payroll & autoenrolment service

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At Bates Weston, a partner led team will take care of you, providing skills you might expect from a larger national firm,

locally.

Contact us today to see if we could work togetherT: 01332 365855 E: [email protected]

W: www.batesweston.co.uk