Within the Practice

October 2008

Recent Seminars

"Keeping it in the Family"

Tricia was pleased to host this seminar with Dickinson Dees at the Charter, Queen Elizabeth High School, Hexham in September.

Running your personal affairs is becoming more and more complex. Mortgages, investments and pensions are all now strictly regulated and require specialist guidance.

Using the Windsor family as a case study the two teams addresses legal issues, tax pointers and financial matters facing the generations within the family structure.

"Death and Taxes"

A similarly themed seminar to explore the opportunites after the Chancellor's recent tax changes was held with Nicholson Portnell Solicitors at the Tynedale Function Conferencing Centre in Hexham in October.

In this instance, the case study family was the Archers of Ambridge, particularly focussing on the older generation Jack and Peggy Woolley and their planning challenges in respect of wills and health care, Brian and Jennifer Aldridge (the middle generation) and their various children (the younger generation)

Brian and Jennifer have two adult children, Jennifer has two offspring from previous relationships and Brian has a son who is the same age as his grandchildren and this, together with his diverse business interests, poses interesting problems, not untypical of those facing non-fictional families in the real world.

 

Hexham Abbey

Tricia and Adrian were delighted to host two tables at the recent Candlelit Gala Dinner in the magnificent setting of Hexham Abbey. This is the second such event that the Abbey has hosted to raise funds for the campaign to acquire and develop the former Priory Buildings adjacent to the Abbey. The aim is to provide a resource centre to share the remarkable story of the Abbey and its place in history and provide facilities for Hexham town and visitors alike.

Greeted on arrival with a champagne reception, the guests were entertained by an organ and trumpet fanfare, a three course dinner with wine and an after-dinner speech by Lord Patten of Barnes, Chancellor of the Universities of Newcastle and Oxford and former Governor of Hong Kong. There was a Charity Auction and Raffle and it is anticipated that some £10,000 wil have been raised from the event

The Abbey recently completed the final stage of a funding application to the North Pennines LEADER+ programme for the "Discover Hexham Abbey" project. One of the requirements was for an accountant, independent of the PCC's own financial advisers, to provide an independent examination of the project

Tricia was delighted for the Practice to be involved in carrying out this assignment which helped to secure the funding.

The Discover Hexham Abbey project was, in part, aimed at increasing and coordinating opportunities and support for local people to undertake volunteering as Hexham Abbey Stewards or in other volunteering capacities related to the Abbey's welcome of tourists.

The provision of training and experience in these areas will provide an enhanced experience for visitors and an asset to the community. This, together with additional publicity and marketing of the Abbey which the funding allows, will benefit tourism as a whole in Tynedale and develop further the links between Hexham Abbey and the town.

June 2008

 

Tynedale beer festival brochure picture

The Practice sponsored four beers at this year's Tynedale Beer Festival which supported the Air Ambulance and the Josie Grove Leukaemia Fund as well as sports development at Tynedale Rugby Club.

The Thursday evening Sponsors Preview provided the opportunity for a night out which most of the staff attended. As well as the chance to try out several beers, there was entertainment from the Tyne Valley Stompers and a buffet.

Many of the staff attended again on the following two evenings, when the music was somewhat more upbeat and the crowd considerably larger.

Quite a few clients were there over the three day period but, of course, confidentiality prevents us from identifying them!

 

This is a brochure entry for the premium beer which Tricia sponsored

Brochure entry for Timothy Taylor landord beer

 

With the Dipton Mill Inn being the Practice's 'local' Tricia was delighted to be able to sponsor the three beers, brewed by Geoff Brooker at the Hexhamshire Brewery. At the festival, there were identifying banners above the points at the bar at which each beer was being served and, as can be seen in the picture below, the sponsors name also featured on the banners.

 

Picture of Tynedale Beer festival beer banners

Involvement with this year's festival has been very enjoyable and the event does raise both finance for and heightened awareness of some very good local causes. It is very likely that Tricia will provide sponsorship to some of the beers at next year's festival and the staff are already looking forward to the chance to visit the event again.

 

Previous events in the Practice:

 

March 2007 - Inheritance Tax Seminar

February 2007 - More Building!

October 2006 Hexham Abbey Candlelit Gala Dinner

December 2005 Office Extension

April 2005 Delighted to be celebrating 20 years in Practice

January 2005 Tsunami Earthquake Appeal

 


I am always pleased to offer an initial free hour's consultation, my main objective being to ensure that we achieve YOUR objective. Ring Tricia on 01434 606624