Jon Tate
Business Services Consultant
Jonathan believes that by retaining broad expertise, he is usually able to give the necessary technical advice to both companies and their owners. He provides holistic advice to his clients and draws upon specialists within the firm as required. He has wide experience of all personal, trust, and corporate taxes, as well as knowledge of the various statutory accounting requirements. He has a particular interest in online and management accounting and acts as a ‘virtual’ Finance Director for a number of his clients. |
Specialisms
Family Business
When your business is also personal, navigating change can be even more challenging. Different interests and opinions matter more when family is involved. And the pressure to create a sustainable busi...
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Services
Accountancy
No business can afford to get its accounts wrong. With regulations to meet, reputations at stake and opportunities to grasp, one wrong step can put your business on the back foot. But that doesn’t mea...
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What’s happening at AG.
An informative evening for the first of our agriculture seminars with Oxbury Bank Plc and Stags. 💬
There was lots to discuss given the recent changes to inheritance tax. Ready to do it all again on Tuesday in Wells. 👏🏼
5 days ago
A huge welcome to Mark and Abi who join us as directors in our business services and farms and estates teams in Taunton. 👋🏼
They both bring a wealth of experience with him. Abi joins us from one of the ten largest accountancy firms in the UK, and Mark previously worked as an advisor across a variety of sectors. 🔍
We are delighted to have them join the team, and wish them every success in their new roles. 🌠
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1 week ago
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