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August tax and business update

Hi all, welcome to our August Chartwell update. We hope everyone has been enjoying the summer. 

 

We are welcoming Becky back to work this month after her maternity leave - lovely to have you back Becky!

 

Let us know if you'd like help with any aspect of running your business, or your personal tax matters. We are here to support, so please do keep in touch.

 

Anna x

The directors, and all at Team Chartwell

 
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Why your business needs an evolving strategy

You’re a business owner - which means it’s your responsibility to take care of the business, invest in the right places and make the company a success story. However, to do this, you need an agreed business strategy that lays out your goals, your mission and your plan for taking the company to the next level.

Business strategy
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Welcome back to Becky

We are pleased to welcome back Rebecca Hayles (Becky) to the team this month, Becky has been off on maternity leave and has now returned to work on phased return. Becky returns to her role as Production Director and works with clients on all aspects of their accounts.

Chartwell Team
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MTD for Income tax

Making Tax Digital (MTD) for income tax is here - the new requirements are now mandated for a large group of self assessment taxpayers since 6 April 2026, with even more individuals being mandated in 2027 and 2028. Let us know if you would like help to meet your MTD obligations.

MTD for Income Tax
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August Tax News

Read our latest tax newsletter - including a summary of HMRC's 2026 tax update, with information about proposed changes and consultations, and HMRC's campaign reminding people with 'side hustles' that extra income may need to be reported..

Latest tax news
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Marketing Derby networking opportunity

Chartwell have recently joined Marketing Derby - A supportive business network in the Derby area - their events programme brings together members, ambassadors and local businesses for discussions, information sharing, networking and support. To find out more just ask!  

Marketing Derby
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New document portal for our clients - Smartvault

We are in the process of changing our secure document portal for clients - please look out for communication from us to sign up for the new portal, Smartvault. You'll get a notification to activate your account from notify@smartvault.com and of course if you have any questions please let us know and we'll be happy to help!

Contact us
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Understanding revenue and the nature of profitability

It's easy to mistake rising sales and income for profitability. But unless you understand your operational costs, profit margins and net profit, you won't truly know whether the business is making long-term, sustainable profit.

Profitability
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Contact us

Get in touch with us here at Chartwell House - If you are a client please look out for any tax or accounting information requests from team Chartwell - if you need clarification or have any questions then you can email info@chartwellpractice.com or phone

 

01283 741400

 

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Chartwell House, 4 St Paul's Square, Burton on Trent, Staffordshire, DE14 2EF

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