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.

    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.

    Latest For Individuals Updates

    Autumn Statement Summary 2023

    Posted on
    The Chancellor, Jeremy Hunt, delivered his Autumn Statement on Wednesday 22 November. Our summary boils his 110 different proposals down to a concise report of the key points. The Autumn…

    Latest guidance for employers

    Posted on
    HMRC has published the latest issue of the Employer Bulletin. The October issue has information on various topics, including: Please contact us for help with tax matters. Internet link: Employer Bulletin

    Hybrid and remote working here to stay

    Posted on
    A large majority of UK business leaders plan to offer employees remote and hybrid working in the long-term, according to the Institute of Directors (IoD). A survey conducted by the IoD…

    Many firms still facing recruitment problems

    Posted on
    Many UK firms are still facing hiring issues as a result of challenging economic conditions, according to a report from the British Chambers of Commerce (BCC). 73% of firms surveyed by…

    Inflation rate holds steady as UK economy grows

    Posted on
    The UK’s rate of inflation held steady in September while the nation’s economy grew the month before, according to the latest figures from the Office of National Statistics (ONS). The…
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