Accountancy & Banking

Published: November 19, 2021 | Updated: November 20, 2021

Biz Gallery: Businesses go ‘Back to the Future’ with chartered accountants Saffery Champness

Richard Meller. Nick Park, Ian Harlock-Smith, Roger Wareham and Casidhe Baleri of Saffery Champness Chartered Accountants. Picture: Kate Shaw/KTPR.
By Andrew Diprose, editor

Businesses from across Dorset and Hampshire attended a ‘Back to the Future’ event staged by chartered accountants Saffery Champness.

Held at AFC Bournemouth’s Vitality Stadium it included breakfast and networking, followed by a seminar with presentations from Saffery staff.

Opening the event, Roger Wareham, Head of Bournemouth Office and Partner, gave an update on what the firm is seeing locally with its client base.

He also outlined how the team is supporting clients including:

  • Ownership structuring
  • Group restructuring
  • International expansion
  • Accelerated exit planning
  • Attracting and retaining key staff
  • Ensuring business owners are ‘match fit’ for growth and future transactions
  • Sustainability and climate responsibilities

Partner David Chismon talked through current personal tax matters following the Budget including the ongoing use of trusts, family investment companies, and incorporating property businesses.

He also touched on the areas HMRC is looking at in the offshore arena.

Finally, Richard Meller, Tax Director, discussed planning opportunities ahead of the rise in corporate tax rates, the breadth of reliefs available for companies incurring capital expenditure and provided an update on topical issues the Safferys team are seeing as businesses bounce back from lockdown.

Roger said: “It was fantastic to see so many of our clients and professional contacts in person again.

“We’ve had some great conversations and are looking forward to supporting them over the next phase of the Covid cycle.”


Dorset Biz News Biz Gallery – all pictures by Kate Shaw/KTPR

Elaine Wilkins, Anthony Batty & Co; Stewart Bulpitt, Barclays

Alyson and Bryan Drake

Adrian Falck, Preston Redman; Alixe Jenkins, Handelsbanken; David Macey Saffery Champness

William Turner, Verulam Advisory; Roger Wareham, Saffery Champness

John Bailey, Allen & York; Lee Van Hoyland, Lewis Investments

Jeanette Kellow; Kate Del Llano, Saffery Champness

Alex Bonnet, Venaspace; Jordan Dearlove, Volsen

Casidhe Baleri, Saffery Champness; Becca Clancy, Venaspace

Roger Wareham, Saffery Champness; Cheryl Hadland, Topps Day Nurseries

Simon Merryweather, Handelsbanken; Jeremy Channon, Laceys Solicitors

David Chismon, Saffery Champness; Martin Spooner, ‘Adventure is out there 365’

David Macey, Saffery Champness; Patrick Cooke