There are many reasons why a company may want to incentivise a director or employee via the grant of share options or the issue of shares.  This could be for recruitment or retention purposes or to ensure that company and individual objectives are aligned.

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Congratulations to Kelly Davies, who has been made a Partner of Thomas Westcott Chartered Accountants. Based in our Bridgwater and Somerton offices, Kelly originally trained and qualified with the firm.

Kelly joined Thomas Westcott in 2012 and provides businesses and individuals with a full range of accountancy services. Supporting a large number of agricultural clients, she also advises limited companies, partnerships, sole traders and charities in and around Bridgwater and Somerton. Working mainly with small owner-managed businesses, she supports many of our long-standing Somerset clients.

After qualifying as a Chartered Certified Accountant in 2017, Kelly quickly progressed through the firm. She was promoted to Manager in 2017 and Director in 2020.

Kelly said: “Being promoted to Partner means fulfilling a long-held ambition. Working for Thomas Westcott, I’ve benefited from the phenomenal expertise and experience across the firm and this has been instrumental to me progressing in my career. 

“Working with people is what drives me and, over the last nine years, I have developed trusted relationships with long-standing clients. Many of my most rewarding career moments have involved helping people to set up their businesses and then supporting them as they’ve grown and succeeded.

“My focus now is on growing my network of contacts and further raising the firm’s profile in the local area as well as continuing to offer my clients the very best service.”

Thomas Westcott Partner Phil Butterworth said: “Congratulations to Kelly whose promotion to Partner is so well deserved. 

“Kelly is the perfect general practitioner who has fully embraced every opportunity at Thomas Westcott. We’re at the heart of the local communities here in Bridgwater and Somerton, with most new clients coming through personal recommendations. Therefore, it’s vital that we develop and maintain strong long-term relationships with our clients. That’s Kelly’s real strength. She really understands our clients and gives them the attention they need to succeed.

“I have no doubt that Kelly will continue to grow and develop her skills as she progresses further in her role.”

 

Thomas Westcott Chartered Accountants has risen in the league table of the UK’s top accountancy firms. In the prestigious Accountancy Age Top 50+50 Firms 2021, we are ranked 47th out of the leading 100 accountancy practices. 

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We are celebrating after retaining our Investors in People accreditation for 25 years. We are delighted to have been awarded Silver following the latest review carried out by the national accreditor.

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The Farming Investment Fund has now been launched with £27 million available to farmers, growers, foresters and contractors related to these sectors. The funding scheme is in place to help those in these sectors to invest in items to help them improve productivity and enhance the natural environment.

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When buying a business, many people are unsure whether or not goodwill is tax deductible. That’s no surprise because the tax treatment of goodwill has changed many times over the last two decades. So, here’s some basic guidance to provide businesses with some clarity on the current position.

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The Department for Education has set out its vision for creating “families of schools”, which means all local authority maintained schools becoming part of an academy trust. The Government has pointed to a number of benefits, including the cost savings and greater efficiencies schools can achieve when they pool resources for central services, such as estate management functions.

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Digital fundraising has become the primary fundraising tool for many charities in the last 18 months. Are you making the most of online opportunities and do you know which digital fundraising platforms are best for your charity?

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Every charity trustee must fulfil certain duties. As we endeavour to return to some kind of normality, this is the ideal time to reflect on the key duties of every trustee.

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Sustainable investing today is more complex than ever before. Building a diversified sustainable investment portfolio may involve many considerations but it makes sound financial sense.

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