Case Studies

Row of colourful houses

Case Study: Failed Property Investment in US - Recouping Costs

The problem

This claim arose out of a failed property investment by a UK couple, towards a new development in the USA. The claim was against either the US developer and/or the UK property brokerage. Having transferred the investment monies, the development was never progressed. The couple chased the return of their monies without success for two years.

How Escalate helped

Upon engaging us, the Escalate team managed to secure the return of the couple’s full investment plus costs within two months.

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Transport lorry on motorway

Case Study: Recovering negligence costs from insurer

The Problem

An SME within the transport and logistics sector had a two-part negligence claim against both its insurer and broker, for a shortfall in cover. This stemmed from an insurance claim they had made, and the failure to pay out cover when machinery was damaged.

The business had failed to gain any joy via either insurer or broker in its claim on the policy, and was left exposed to the tune of £300k. Lawyers were engaged and failed to secure any return, resulting in causing the company to incur further costs in lost abortive legal fees.

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Construction worker on site

Case Study: Breach of purchase agreement arising from company sale

The Problem

A construction and renovation business was agreed to be sold to one of the company’s suppliers. The sale agreement was documented, comprising of an up-front payment with 70% of the purchase price deferred. The agreement was based around a convoluted and poorly drafted set of consultancy arrangements, that would in theory see payment discharged in line with the performance of the business over the following couple of years.

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Case Study: Construction business moves to AW and sees benefit of proactive, full service approach

Armstrong Watson were appointed auditors, accountants and business advisers to R N Wooler & Company Limited and they have found a different level of client service since making the decision.

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North Brewing Co in Leeds

Case Study: Introducing a new wave of modern Beer Bars with a true Yorkshire heritage

Matt Osbourne, Lead Partner for Armstrong Watson, Leeds, has been working with and advising North Brewing Co over the last 12 months.  Matt explores the qualities that make North Brewing Co, and the individuals that drive it, such a standout success.

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Manufacturer and Accountant in factory

Case Study: Recently reviewed your costings process? Here’s why you should…

Accurately knowing your costings is an essential part of running a successful business, particularly if you’re looking to make significant changes and grow. However, sometimes the need to make changes in your business also requires the need to change the way those costings are worked out too.

We recently assisted a long standing Manufacturing client with exactly this issue. The method they were using for costing their production of parts for the engineering industry was old fashioned and no longer fit for purpose.

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Oil-droplets-with-Brocklesby-logo

Case Study: Different level of service leads to strategic growth for Brocklesby Limited

Armstrong Watson were appointed to act for Robert Brocklesby personally and his group of companies in order to realise the commercial growth potential of the group.

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Reception Bell in Hotel

Case Study: Tax Investigations in the Hospitality Sector

An independent analysis of HMRC enquiry data by the Institute for Fiscal Studies (IFS) has revealed nearly 60% of businesses, within the hospitality sector, owe extra tax after an investigation. That alarming success rate is one of the reasons why we encourage our hospitality clients to subscribe to our Tax Investigation Service.

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Machinery in Manufacturing Factory

Case Study: Tax Investigations in the Manufacturing Sector

Assembling a tax enquiry

This engineering company received an enquiry notice from HMRC asking to review the reported number of associated companies and its effect on the corporation tax computations. The initial review revealed that one of the three associated companies had been missed and further tax would be due.

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Doctors and Consultants in Hospital

Case Study: Tax investigations in the Healthcare Sector

There is nothing particularly unusual about these enquiries and therein lies the problem – even a straightforward enquiry is likely to cost the equivalent of 10 years subscription to our tax investigations service.

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