Team Newsletter Dec 2014

January 9, 2015  |  By  | 

250 Tax and Financial Strategy booklets and 100 x 12 mini guides with topics such as Inheritance Tax, Business Motoring and Starting a Business were created for our clients. was launched. Linking from the main website it was specific to medical professionals giving prospective clients a better insight into what we do specifically in the medical department. It currently has over 500 visitors per week. An emailable Pensions Auto Enrolment Guide was created to send out to all our clients and a booklet was also produced. And Mandy introduced us to her new foal Benjamin Bunny who was born on bank holiday weekend. Page 2 Hastings Direct agreed for us to do 200 Tax returns with a £55k fee. Honey Barrett held their annual Summer BBQ, and much fun was had by the team despite the terrible storm. The Wadhurst team moved to new premises at Pharmacy House. Honey Barrett set up the 25 club. This was set up to thank clients of 25 years or over for their loyalty to the company. A £100 Virgin Experience Day voucher was the prize as a token of our appreciation and this was won by Dr S Ashby. Congratulations were sent to Claire Shilling who married Leigh Harrold on June 18th in Cornwall. Emma and Amy J took part in the Back 2 The Trenches fun run, getting very muddy in the process! Avtar was promoted to Director. The Wadhurst office’s turnover had grown by 50% over the last 3 years, therefore this was a well deserved reward for all the hard work he put in to assist in this success. Abi, Avtar, Kate and Amy B attended the West Kent B2B exhibition in Tonbridge. Over 500 people attended the event and we had positive feedback while raising the profile of Honey Barrett. Abi and Amy even managed to meet Dame Kelly Holmes ! David Phythian joined the Wadhurst team taking up the position of Accounts and Tax Manager. Amy James passed her Business Strategy Exam and is now a part qualified accountant. New client total for FY reached a record £167k Back into big audit ‘swing’ with The Little Group Ltd. July June May April

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