Jon Davies Accountants Limited

Meet Serena Hall...

Senior Accountant at Jon Davies Accountants. Serena's expertise and dedication make her an invaluable asset to our team.

With a wealth of experience in accounting and a keen eye for detail, Serena consistently delivers exceptional financial solutions to our clients. Her comprehensive understanding of tax regulations and commitment to accuracy ensure optimal results.

To learn more about Serena and our exceptional team at Jon Davies Accountants, please visit our Website. https://www.jondaviesaccountants.co.uk/about-us-template-2/our-team/senior-accountant-sh/

We're hiring a Bookkeeper - could it be you? Follow the link to find out more: https://uk.indeed.com/job/experienced-practice-bookkeeper-payroll-assistant-4151960cf57db0c1

If your team are always waiting for you, your customers may be waiting too. Reclaiming Your Time is live this June.

Business Growth Series: Investing in employee growth...

Want fewer bottlenecks and more control? Join Jon Davies for Reclaiming Your Time, our June Profit Expert live web event. https://us02web.zoom.us/webinar/register/WN_gFcFzCMyT1iW0bur3QtbfQ

Are you making the most of your ISA allowance before the rules change? 👀

For the 2026/27 tax year, you can still invest up to £20,000 tax-free through ISAs — but major changes are planned for Cash ISAs from 2027/28 for anyone under 65.

That means now could be the ideal time to review your savings strategy.

In our latest blog, we explain:

✅ The different types of ISA
✅ How the £20,000 allowance works
✅ Upcoming Cash ISA restrictions
✅ What business owners and savers should consider now

A few smart financial decisions today could make a big difference in the future.

Read the full blog here: https://www.jondaviesaccountants.co.uk/am-i-making-the-most-of-my-20000-isa-allowance-in-2026-27/

If you’d like help planning your savings tax-efficiently, get in touch with Jon and the team
today.

If you're a business owner driven to achieve success, then take a look at our Accelerator Magazine.

Immerse yourself in our latest editions, bursting with valuable insights, expert advice, and cutting-edge strategies from Liverpool's most trusted accountants.

To get your hands on a copy and stay updated on future releases, just drop us an email at [email protected]. Let's embark on an exciting journey of growth together!

For access to our archive of past editions, visit our website or simply click the link in our bio: http://ow.ly/U5us50OAvQY.