Beavis Morgan

Tax Exam Results

19/01/2012

We are pleased to announce some excellent results for the tax team here at Beavis Morgan with examinations passed both with the Chartered Institute of Taxation and Association of Taxation Technicians.

• Liam Nicholson (Corporation tax team) is now a fully qualified Chartered Tax Adviser and eligible for membership after successfully passing his final examination.

• Rory Fairburn (Personal tax team) has passed his final two examination of the Association of Taxation Technicians and can now proceed to membership of the Association.

Beavis Morgan and Jelf announce strategic alliance

30/11/2011

Earlier this month, we celebrated with clients and friends who turned out for the launch of the joint venture announced this year with Jelf, a leading independent consultancy providing expert advice on insurance, employee benefits, healthcare and financial planning for businesses and individuals.

The partnership with Jelf enables us to further expand our already extensive service offering, by providing clients and our professional community with life assurance, mortgage and pension advice, as well as full financial planning services. We can now also offer access to the full insurance brokerage and healthcare services provided by Jelf.

Read the article in full to find out more about the strategic alliance with Jelf, as we look back on 16 months of expansion and development for the Beavis Morgan group.

Autumn Statement

29/11/2011

The Chancellor, George Osborne, delivered his Autumn Statement on Tuesday 29 November 2011. The Autumn Statement replaces the previously entitled “Pre Budget Report”.

Our full commentary

We've joined Twitter!

10/11/2011

We’ve joined Twitter! Follow @BeavisMorgan and keep in touch with news and topical updates from your accounting and tax professionals https://twitter.com/#!/BeavisMorgan

Launch of BM Advisory website

19/09/2011

We are pleased to announce the launch of the BM Advisory website.

BM Advisory, led by Andy Pear and Mike Solomons, specialise in providing restructuring, recovery and insolvency solutions for businesses of any size.

For further information see: http://www.bm-advisory.com/

New Payroll Team at Beavis Morgan

14/07/2011

In April 2011 we took the decision to employ an experienced payroll team to provide an outsourced service to our clients.

Employing Margaret Lee-Barber and Brian Bartlett has been a great success. Their quiet and methodical approach to providing the payroll service reassures clients that their staff will be paid on time and with high levels of accuracy.

If you are looking for a personal service from your outsourced payroll please contact them or your usual Beavis Morgan partner.

Margaret      020 7549 2464                                  Brian      020 7549 2465

Corporate Advisory & Restructuring

18/05/2011

We are pleased to announce the launch of BM Advisory LLP which specialises in providing restructuring, recovery and insolvency solutions for businesses of all sizes.

BM Advisory is a new partnership formed by Beavis Morgan and two new partners , Mike Solomons and Andy Pear, who have an in-depth understanding of the issues impacting upon business performance and success and a proven track record of finding innovative solutions.  Mike and Andy are qualified insolvency practitioners, licensed by the Association of Chartered Certified Accountants.

BM Advisory is based in the offices of Beavis Morgan at 82 St John Street in Clerkenwell, London and Three Bridges near Gatwick, with the capacity to act swiftly in order to identify and advise upon business critical issues, however complex and no matter where the business is located.

BM Advisory is very much at the heart of the rescue culture and aims to provide partner-led advice that is both easy to understand, pragmatic and independent.
 

Beavis Morgan Budget Commentary

24/03/2011

George Osborne has delivered his second budget speech aimed at achieving strong, sustainable and balanced growth.

The budget was intended to be fiscally neutral and not  a "tax raising" budget but as always some will benefit greater than others and the detail as with recent years tends to be hidden away in the press releases.

However, the main points were:

Reduce the main rate of corporation tax by a further 1%. From April 2011, the rate will be reduced to 26% and, by 2014, it will be reduced to 23%

Simplify the tax system, responding to the work of the Office of Tax Simplification (OTS) by abolishing 43 tax reliefs

Consult this year on the options for integrating the operation of income tax and National Insurance Contributions (NICs)

Reform the Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCT) including raising the rate of EIS income tax relief to 30% from April 2011

Increase the SME rate of R&D tax credit to 200% from April 2011 and 225% from April 2012

Doubling the lifetime limit for capital Entrepreneurs Relief to £10 million

Invest £100 million in science capital development

Extend the limit for capital allowances short life assets election from 4 years to 8 years

Establish 21 new enterprise zones

Reform the stamp duty land tax rules

Reform the taxation of non domiciles, including an increase in the annual charge for non domiciled individuals who have been in the UK for more than 12 years

Reduce the rate of inheritance tax to 36% from April 2012 for estates leaving 10% or more to charity. Charities will also be allowed to claim new gift aid on up to £5,000 of small donations per year

Our full commentary

Please click here to view the latest rates and allowances table

Veuillez cliquer ici pour lire notre commentaire en francais

Beavis Morgan acquires interest in stockbroker

17/03/2011

On 14th February 2011 Dowgate Capital Stockbrokers Limited (“Dowgate”) was acquired from Astaire Group Plc by 3B Capital Limited (“3B Capital”).

3B Capital is a new company formed by Beavis Morgan LLP and employees of Dowgate, including two directors, Neil Badger and Clive Mattock.  3B Capital is owned as to one third by employees and consultants to Dowgate, one third by Beavis Morgan LLP and one third by various partners of Beavis Morgan and “family and friends”.

Dowgate offers a traditional stock broking service mainly to private clients.  In addition, it provides corporate broking services to smaller companies on the AIM market and can provide private client access to new issues led by itself or other brokers.

Dowgate has 13 staff including investment consultants who are based at its offices near Crawley.

Dowgate is authorised and regulated by the Financial Services Authority and is a member of the London Stock Exchange and PLUS Markets. 

Exam success and training at Beavis Morgan

11/02/2011

Beavis Morgan takes pride in recognising the future depends on nurturing individual talent. We aim to provide an environment where people can flourish personally and professionally. Our recruitment process takes only the most exceptional candidates and invests heavily in their learning to allow them to provide the best possible service to clients.

In the most recent sitting of Association of Tax Technicians (ATT), Chartered Tax Advisor (CTA) and Chartered Accountant (ICAEW) examinations our tax and audit trainees achieved a 100% pass rate.

Well done to:

Claire Turner, Liam Nicholson, Rory Fairburn (Tax)

Cheryll Baker, Nobby Delee, Nick Kershberg, Martin MacQuarrie, Jay Parekh and Clive Rosen (Audit)

Financial Planning in partnership with Jelf

18/01/2011

We are pleased to announce the launch of BM Financial Services, which is a financial services offering encompassing all the elements you would expect, from life assurance, mortgages and pensions through to full financial planning for our clients. However, our partnership with Jelf also gives us access to a full insurance brokerage and healthcare services.

BM Financial Services is a trading style of Jelf Financial Planning Ltd, which is part of Jelf.  Jelf is a substantial quoted company with 90,000 business and individual clients. We have selected Jelf to work with because they are professional in their outlook and they take a pride in the way they look after their clients. They will work as part of the Beavis Morgan team.

Jelf Financial Planning Ltd is among only 306 financial adviser firms (out of over 5,000) in the country to hold Chartered status from the Chartered Insurance Institute.  Chartered status is the industry’s gold standard for financial planners. Qualifying for this status demonstrates that Jelf is committed to on-going professional development and that advisers uphold an overall standard of technical excellence and professionalism.

Jelf can provide a review of existing arrangements to see if they continue to be suitable for our clients’ needs.  They can use their extensive knowledge and expertise to advise on changes to financial planning arrangements.   Jelf will follow this up with first class customer service, as would be expected from an organisation that has achieved Investors in Customers Outstanding status.

We would encourage our clients to take advantage of this offer to make sure that their financial plans remain competitive and suitable.

Please contact Paul Ashton or your Beavis Morgan Partner if you would like to find out more.

Appointment of Head of Corporate Tax

17/01/2011

On 4th January Beavis Morgan started 2011 by appointing a new Head of Corporate Tax. Toby Hermitage has extensive experience of providing specialist tax advice and planning to owner managed companies.

We will be adding him to our team list shortly, but for now please contact him on DDI: 020 7549 2376, or e-mail him at toby.hermitage@beavismorgan.com

For in depth information please also review Toby’s LinkedIn profile. 

Beavis Morgan Website Launch

29/10/2010

We are pleased to announce the launch of the Beavis Morgan website. We have kept the explanation of what we do as simple as possible, but the team have much more to say.

Please find someone you know and make contact with them.

We will be keeping you up to date with our latest thoughts and sharing news with you. So save our site on your favourites so you can come back again later.