Working with Individuals

We can provide you with a number of services as an individual. This could be as straight forward as filing your tax return and calculating your liabilities. We can also help you with more complex situations such as capital gains or inheritance tax planning, writing your will or providing independent financial advice.

Need Some Advice?

Looking for some help or a little advice?

Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

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Independent Financial Advice

We set up Simpson Wood (Financial Services) Limited to enhance the service we can provide to our clients. Our independent status means that we have access to virtually all financial products in the market place.

Close liaison with our tax department ensures that planning opportunities are maximised and coupled with the traditional values of the practice this puts us in the ideal position to provide the service and advice you deserve.

We provide a complete range of Audit and Accountancy services to business of all sizes and structures covering a wide range of sectors.

For more information please click on the relevant service below

Tax and Estate Planning

We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.