Personal Tax Planning
No two clients have the same personal tax planning needs, and we provide a truly bespoke service to every individual who turns to Simpson Wood for advice and guidance.
Many of our individual clients rely on us to take care of their self assessment tax returns, removing a burden that can hold them back from doing their best work.
We can also guide individuals through the reliefs and opportunities available through efficiencies in capital gains tax, and inheritance tax , and we offer a bespoke service to clients who wish to make savings across all aspects of their financial activity.
If you are looking for absolute peace of mind, we can also provide you with a full, expert defence in the event of a tax enquiry by tax authorities, ensuring your finances and tax records are ready to stand up to the scrutiny of a full-scale investigation at any time.
More from 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.
Our Tax Planning Team
- Audit and Accountancy
- Tax and Estate Planning
- Business Advice and Support
- Corporate Finance
- Independent Financial Advice