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.

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    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.

    Since conversion we have been more than happy with the quality of service from Simpson Wood. Danny McAllister has been our direct contact and has been at the end of the phone whenever help has been needed. Governors have also welcomed his attendance at meetings to present the annual accounts.

    The staff conducting the audit and completion of the accounts have been thorough and professional but also approachable and supportive.

    We are more than happy to recommend the services of Simpson Wood and are looking forward to continuing a long and successful working relationship with them.

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    Latest Tax and Estate Planning 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…