Family Business Case Study

Challenges

A very long established family business came to Armstrong Watson for help after being with their current accountant for many years.

Their current accountant had stopped engaging the business with regular contact, meetings and advice.

The client had filed their books with the current accountant and was highly unhappy with the lack of response they received.

What we did

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Property Maintenance Case Study

 

Challenges

A client in the property maintenance industry was having difficulties obtaining credit due to the fact that their accountant was very slow in processing their accounts and filing them with Companies House. A previous year’s accounts were on file and profits had increased since then, yet their outdated accounts were still registered with Companies House.

This has further consequences for the business as the difficulties in obtaining credit had resulted in delays in other areas of the business.

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Dental Client Case Study

Challenges

A Dentist based in Yorkshire has been with their previous accountant for over 5 years. Over this time, contact had been minimal and they didn’t receive any input into other areas of the business.

The owner of the practice felt that they were paying a lot of tax but they were not getting any input from their current accountant with regards to strategies were tax could be saved. 

 

What we did

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Trustees Case Study

Couple in their mid 50’s involved in a motorcycle accident. Mrs suffered head and brain injuries. Mrs qualified for £1.3m compensation awarded under Trust. Appointed Trustees were Mr and a local Solicitor

 

Challenges:

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At Retirement

Married couple both age 65 retiring now, two financially independent children and five grandchildren. Both client and partner in reasonable health although Mr had high blood pressure and angina. Looking to generate appropriate level of retirement income. 

Challenges:

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The Business Owner

 

Mr & Mrs owner aged 66 and 64. Own and run large retail business with their children and their children’s partners.

 

Challenges:

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The Young Accumulator

 

Mr “YA” aged 35, married and running a tenanted Farm. Also trying to manage his elderly parents investments and financial affairs whilst at the same time running his own business and trying to generate wealth for himself and his wife.

 

Challenges:

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Donald Engineering and Design Ltd

Donald Engineering and Design Limited are a small engineering firm based just outside Carlisle, which carries out design and development work for companies in the food, composites and road-marking industries.

The firm, unaware of the fact that its work qualified for a significantly enhanced tax relief, were approached by Armstrong Watson in November 2007, with the aim to identify if the company was eligible for the Research & Development tax relief available.

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Get in touch

To find out more about how we can help you or your business, call us on 0808 144 5575 and speak to a member of our team. Alternatively use our contact form to send us a message or arrange a callback.

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