News & Events

February 8, 2019

Mattioli Woods is a leading UK provider of wealth management and employee benefits, with offices in Aberdeen, Buckingham, Glasgow, Leicester, London, Manchester, Newmarket, and Preston, growing both organically and by acquisition to deliver strong, sustainable shareholder returns over the long term. We administer over 10,000 clients and hold £8.7 billion of assets. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.

We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.

Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.

We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’

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February 5, 2019

SmartVault

SmartVault is the all-in-one solution for online document storage and secure file sharing. Now’s the time to standardise and digitise your workflow with the only solution that’s built for accounting and business professionals.

Online Document Storage
Go paperless and centralise your documents with smart online document storage that’s built for your business.

Branded Client Portals
Give your clients a secure, easy, and professional way to collaborate with you in the cloud.

Secure File Sharing
Enjoy the ease and convenience of sharing files in the cloud, without compromising on security.

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January 30, 2019

Tim Pinkney

Tim is Head of Practice Standards at the Institute of Financial Accountants and worked in compliance in the accountancy sector for over 18 years with previous experience in public practice and industry.

Recently graduated with the International Compliance Association in International Anti Money Laundering Tim has over 10 years’ experience in AML regulatory work having been an ever present at the Anti Money Laundering Supervisors Forum which he is currently vice-chair and brings a wealth of experience relating to AML issues and the SARs regime.

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January 30, 2019

iwoca

iwoca works with accountants and bookkeepers nationwide to provide your small business clients with hassle-free finance of up to £250,000 to help them grow.

Our simple referral and application process, powered by award-winning technology, gives your clients a credit decision within hours and immediate access to funds.

Find out more:
www.iwoca.co.uk/accountants
Email: accountants@iwoca.co.uk
Phone: 0203 778 0324

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January 25, 2019

Coconut

We are on a mission to free 20 million people from business admin by offering a complete banking and accounting solution for freelancers, self-employed people and small business owners.

By combining our current account with an award-winning mobile app, we’ve created a seamless transition into automated banking and accounting. Coconut provides our customers with a fully integrated experience, combining everything you need to run a business in one simple product.

Every account comes fully equipped with:

Expense management, with receipt capture.

Automatic business expense categorisation and in app guidance on tax rules, that tell you which transactions are tax deductible. Instant notifications when you spend reminding you to snap your receipt.

Notifications

In-app notifications keep you on top of all important activity in your account, such as payments in and out and business expenses.

Invoicing

Coconut’s invoicing tool is an innovative feature designed to help you get paid on time. Their Companies House integration allows you to set up invoices within seconds, by looking up the client’s address and saving their details for future invoices. Overdue invoices are automatically marked as late and sorted by level of importance. Every invoice can be customised, from editing each line item to the way it looks.

Coconut is available on both iOS and Android through the App Store and Play Store.

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January 14, 2019

FreeAgent

FreeAgent is the UK’s market-leading online accounting system designed specifically for small business owners and their accountants. Already used by over 70,000 small business customers, FreeAgent’s powerful end-to-end accounting solution is specifically designed to simplify the admin associated with your smaller clients, while giving you the robust features and proactive alerts that your practice needs.

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January 8, 2019

AccountancyManager

AccountancyManager is a powerful Practice Management Software built to enhance efficiency and business growth within your firm. It is a low cost automated software solution, designed by accountants, to help you manage your clients, staff, and workload. Our system aims to ‘reduce the administration time to zero’.

Our 3 main benefits are –

Client on-boarding, automatic proposals & letters of engagement
Automatically reminds and chases clients for missing information
Automatically generated task lists for all your staff

If you would like to learn more about AccountancyManager, check out our short overview video here

You can also contact our team on 01926 355366 Option 2 or email info@accountancymanager.co.uk A

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December 13, 2018

Croner-i

Our mission is to support businesses, managers, and their advisors, and deliver results. Every day, Croner-i helps thousands of companies and accountancy firms comply with the law, achieve and maintain best practice, and create value. We specialise in tax & accounting, human resources, health & safety, and a wide range of other sectors, delivering online, actionable information.

We help our customers grow their businesses by providing the information and tools they need to remove uncertainty and ensure the chances of getting things wrong are minimised.

For decades, we’ve been the foundation upon which businesses have built their reputations. Thousands of companies rely on Croner-i services to ensure compliance, reduce risk and maintain best practice – whether that’s through our in-depth expert guides, legislation tracker, workflow tools, or daily industry news.

In a world where information is available to all, instantaneously, we offer guidance that you can be sure is high quality and reliable, written and created by real experts in their fields.

The way in which business professionals access, interpret and use information is changing, and Croner-i is changing too, ensuring we remain the natural choice for their information needs.

Croner-i is designed to help professionals apply the information they need in their own work, so they can learn, plan and act. With Croner-i, you can optimise both your own performance and that of your company.

Contact details
https://www.croneri.co.uk
Email: Marketing@croneri.co.uk
Phone: 0800 231 5199

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November 9, 2018

Paul Ryan

Presentation title: “Well I never expected that” new clients from an unexpected source

Focused on my business interests with a view to expanding them, because both businesses rely on customer service for their success I want to give the best service I can. In the accountancy business this is achieved in two ways firstly by providing the client with a quality service and secondly and just as important advising clients on their profitability, helping them get better deals on services they use and suggesting alternative suppliers who offer a better quality service, so allowing them to increase their own quality.

Why am I an accountant – A passion for helping people to succeed because as Zig Ziglar said If you help others achieve their goals and dreams you will achieve yours.

I give my clients of my Accountancy Practice who range from small sole traders and owner managed businesses through to Limited Companies a reliable quality service, I am local and independent but through the ICPA have access to quality consultancy advice on all aspects of tax and accounting so I have the same specialist departments as the big accountants but at a fraction of the cost.

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November 8, 2018

Neil Tipping

Presentation title: Tax Investigations “A view from the top”

Neil started his tax career in 1986 in Customs & Excise as a VAT Officer undertaking control visits on traders and was one of the few officers at that time to transfer over to the (then) Inland Revenue (a move he characterises as being transferred from the Johnson’s Paint League to the Premier League).

He has worked since then in practices ranging from top 20 to Big 4 and has latterly spent over 20 years working for Croner Taxwise and its previous incarnations. Neil’s current role is Senior Tax Enquiry Consultant assisting accountancy clients to deal with HMRC enquiries.

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