Newsletter Jan/Feb 2024
Married couples and those in a civil partnership are being urged by HMRC to check whether they can benefit from the marriage allowance. It takes just 30 seconds to see if you are eligible for an annual tax saving of up to £252.
Having qualified with Bronsens, Katy looks after a growing portfolio of clients. Katy enjoys helping her client’s transition to cloud based solutions.
Simon has been a Financial Adviser since 1988 and a Pension Transfer Specialist since 2001
Based in Chipping Norton, Tracey processes a large number of payroll for our clients, from the simple directors only through to large complex company payrolls. Our payroll department is fully BACS accredited.
Payroll Manager
Based in Witney Tori processes a large number of payroll for our clients, from the simple directors only through to large complex company payrolls. Our payroll department is fully BACS accredited.
Payroll Manager
Based in Chipping Norton Shirley processes a number of payroll for our clients, from the simple directors only through to large complex company payrolls. Our payroll department is fully BACS accredited.
Sheila brings her wealth of farming knowledge to the practice and looks after our farming portfolio and advises our clients on a wide range or topics.
Zoe is currently studying for her ACCA exams. Working alongside other team members Zoe is building up her knowledge in all aspects of accountancy and is Xero certified.
Hannah has her own portfolio of clients and helps them address all of their business needs, from cloud migration to audits.
Sonia has a wealth of experience in accounting practice. She looks after a varied portfolio across a wide range of industries including:
Based in Witney Judy looks after all aspects of our admin requirements ensuring the practice runs smoothly. Judy is Xero certified and looks after our bookkeeping.
Katie is currently studying for her ACCA exams. Working alongside other team members Katie is building up her knowledge in all aspects of accountancy and is Xero certified.
Jo is Xero certified and works across both offices in our accounts preparation department.
Sarah heads up our busy audit team and looks after a wide portfolio of clients