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.

    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.

    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.

    Our Tax and Estate Planning Team

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    Latest Tax and Estate Planning Updates

    Scams warning as self assessment deadline looms

    Posted on
    HMRC is warning of scam attempts targeting self assessment taxpayers in the run up to the 31 January deadline. Last year, concerned taxpayers reported nearly 150,000 scam referrals to HMRC….

    HMRC late payment interest cut by 0.25%

    Posted on
    HMRC has reduced late payment and repayment interest rates following the cut to the base rate. The Bank of England cut the base rate to 4.75% on 7 November, the…

    Industrial Strategy must benefit all parts of the UK

    Posted on
    The UK’s Industrial Strategy must benefit all parts of the country, according to the British Chambers of Commerce (BCC). The government says the Industrial Strategy will be published in Spring…

    Almost half of UK adults have not written a will

    Posted on
    Nearly half UK of adults have not written a will, nor are they currently in the process of doing so, according to research published by life insurer Canada Life. Over…

    HMRC warns landlords to disclose earnings

    Posted on
    HMRC has warned landlords to disclose their earnings on self assessment tax returns. The tax authority has clarified the guidance on who can participate in the Let Property Campaign, which…