Create Balance - Accountants,Tax & Business Partners

12/06/2026

Glitter: ✅
Live music: ✅
Great food: ✅
Sunshine: ❌ (classic June 😂)

We had the BEST time with at last night regardless. The rain did not win! 💫🌧

12/06/2026

Pension inheritance tax is changing from 6 April 2027 – but before anyone worries, here's the honest picture 👇

Most estates still won't pay any inheritance tax at all. And plenty of pension wealth stays exempt, including anything passing to a spouse or civil partner.

For the estates that are affected, though, getting ahead of it now makes all the difference.

If you'd like to talk through what it means for you and your family, we'd love to help 💬

📧 [email protected] / 01892 311890

12/06/2026

Exciting news from the Create Balance team 🥳

Our Director, Jane Hodge, has been appointed as a Board Director of

Jane brings more than 30 years' experience in personal tax and trusts & estates, having worked closely with law firms and wealth managers throughout her career.

She is genuinely committed to supporting businesses and the communities around them, and is looking forward to helping both new and existing members make the most of the connections and opportunities that come with being part of the Chamber.

Congratulations, Jane - well deserved 👏

11/06/2026

Yesterday, our Managing Director, Danielle Friend, joined a panel at the Cambridge Medical Graduates' Society Financial Masterclass for Doctors in London. 🏙️

Alongside fellow specialists, Danielle shared practical insights on tax efficiency, structuring income, and pensions - all tailored to the unique financial challenges medical professionals face.

A big thank you to , , and for hosting such an amazing event!

Exactly the kind of conversation we love being part of. 💚

11/06/2026

A very big Happy Birthday to our Senior Client Manager, Jack, who turns 30 today! 🎉🎈

When Jack's not keeping our clients' finances perfectly in order, you'll find him scaling walls at the climbing wall or out in the great outdoors with his two sons and their dog. 🐕

We're so glad to have you on the team, Jack! 🥂

26/05/2026

POV: You're enduring a UK heatwave on a busy day at the office 🥵☀

Excuse the organised chaos - we're a hardworking bunch! 😅

Can you count how many fans we've got going? Drop your guess in the comments 👇

25/05/2026

June is just around the corner, and so are some important deadlines! 📅

Whether it's your VAT return, PAYE payments or Companies House filing, we've pulled together the key dates your business needs to know this month.

Save this post so it's handy, and if you'd like to chat through what applies to you, give us a call or send us a message. We're always happy to help! 📩

[email protected] / 01892 311890

22/05/2026

We couldn't let the sunshine go to waste! ☀️

The Create Balance team taking a well-deserved break in the sun, and debuting our brand new mugs while we're at it.

A huge thank you to who printed them for us! 💚

Wishing everyone a lovely bank holiday weekend; and hoping the weather stays like this for a little while longer!

20/05/2026

We are so incredibly proud of our Managing Director, Danielle Friend, who has been announced as the new Chair of Pickering Cancer! 🎉

The charity provides a safe and friendly space for anyone impacted by cancer, as well as their friends and family. It has been a vital resource of support for many for more than 20 years.

We'd like to extend a huge thank you to David Bartholomew for his outstanding dedication to the charity over the last decade.

We have absolutely no doubt Danielle will bring the same passion and commitment to this role as she does to everything else.

If you'd like to find out more about the incredible work of The Pickering Cancer Drop-In Centre, you can find them at pickeringcancercentre.org 💚

A New Chair for The Pickering Cancer Drop-In Centre

After six years as Chair of the Board of Trustees, and ten years as a Trustee, David Bartholomew has passed on the baton to Danielle Friend, who becomes the new Chair of The Pickering Cancer Drop-In Centre.

We would like to say a heartfelt thank you to David for his dedication, support, and volunteering over the past decade. His contribution to Pickering has helped shape and support the Centre through many important years.

We would also like to thank Danielle for taking on the role of Chair as Pickering enters an exciting new chapter.

Danielle said:

“I have some very big boots to fill as Chair of Pickering.

I am enormously proud to take on the responsibility of being Chair of the Pickering Board. The charity is close to my heart, as I lost a dear friend to cancer in 2022, who cared a lot about the charity, even before she became ill. To be given the opportunity to shape the future of the charity as Chair is nothing short of a privilege.”

We look forward to supporting Danielle in her new role.

18/05/2026

Your new cover stars! 🤩

If you've been around Tunbridge Wells this weekend you may have spotted Danielle Friend and Jane Hodge on the cover of this month's issue of the Tunbridge Wells Business Magazine!

We're so proud to have been featured and to share a little more about what we do here at Create Balance.

Swipe to see some behind the scenes shots from the photoshoot 📸

Copies are available to pick up at over 120 locations around the area; we'd love to know what you think when you've had a read!

A huge thank you to Eileen Leahy for putting together such a brilliant article, and John Knight Photography for making us look so good behind the camera 📷