Thank you for all the work that you have carried out on my behalf and for the careful and thorough way in which you explained to me proceeds that seemed to be totally alien and extremely complicated to me. I really needed that help. I'm delighted that I continued the family connection with Armstrong Watson who my father was with for so many years.
Steve Roberts and James Fry from Armstrong Watson have been my accountants for five years. I find them both very knowledgable in all aspects of the accounting for my dental practice and am appreciative of their patience when explaining the different options open to me .
I would heartily recommend them to any of my dental/medical colleagues.
Rupert Lewis, Myton Park Dental Centre
Steve Roberts from Armstrong Watson assisted our parents in making tax efficient Wills. When our mother passed away in 2005 and then our father in 2011, Steve helped us on both occasions with the probate applications, dealing with the HMRC, setting up a trust fund, and more recently, winding up the trust. Steve was compassionate, professional and patient throughout, explaining how things had to be done and why. We felt very much supported by him and he made a difficult time much easier for us. We felt we were dealing with a friend and we would have no hesitation in picking up the phone to seek Steve’s advice in the future.
We were put in touch with Armstrong Watson by a colleague. Our first point of contact was Steve Roberts, a very knowledgeable professional. Following our initial meeting with Steve we decided that it was time to change our accountants. Armstrong Watson has helped our business immeasurably by restructuring it in a tax efficient way. They are experts, friendly and nothing ever seems too much trouble. All members of the various teams that we deal with on a daily basis are professional and nice. We can highly recommend them. Armstrong Watson are now our payroll, book-keeping, personal and business accountants!!
Mark Hanlon & Jim Sykes, Hexham Dental Clinic
Following the death of my grandmother, I had been helping my grandfather sort out his affairs. He wanted to get everything in order but was unsure how to go about doing so and wanted minimal disruption to his life in that he was not keen on having to go and sit in an office with someone he didn’t know or who didn't understand his situation. We were referred to Armstrong Watson following completion of a Will as it came to light that there was going to be a large inheritance tax liability upon his death. We were unsure what we could do to try and mitigate this given the fact that the majority of the wealth was in property. There was also a complicated family history and therefore it was important to my grandfather that he retained control over his assets.
Steve came to visit my grandfather in his own home and immediately put him at ease. He listened to everything he had to say and was able to explain a complicated scenario in a plain and simple language which my grandfather was able to understand. Steve was able to outline a number of scenarios and options for consideration which we had not thought about. Not only have we been able to potentially mitigate any inheritance tax liability of what we thought was originally going be over £150,000, we have been able to get everything in order exactly how my grandfather wanted while allowing him to maintain the aspect of control. He also has peace of mind that his wishes will be adhered to when he is no longer with us.
We did not think this outcome was possible, and therefore would highly recommend Steve Roberts and Armstrong Watson for their knowledge and expertise, professionalism and courtesy.
Both Steve and Sharon instill a level of confidence and professionalism which is very reassuring, It is good to know they are on your side. When they told me they could reduce my tax liability by 50%, I thought they were joking- It was like winning the lottery!
David Wright BDS LDS RCS (Eng) , Owner , Denny Wright & Associates (Dental Practice)