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.

    Over more than two decades, we have built up an exceptional relationship of trust and goodwill. No issue is ever too trivial and professional advice is always gladly given. Simpson Wood is scrupulous and totally dependable.

    Our Tax and Estate Planning Team

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    Latest Tax and Estate Planning Updates

    Increased fees at Companies House

    Posted on
    Further to our previous blog regarding upcoming changes at Companies House, the latest announcement details an increase in the fees charged for the service and filing of documents with effect…

    Over one million miss self assessment deadline

    Posted on
    Over one million self assessment taxpayers missed the filing deadline at midnight on 31 January, according to data published by HMRC. A record 11.5 million taxpayers did file their 2022/23 self…

    Pensions income needed to retire rises

    Posted on
    The amount needed for a single person to have a moderate retirement has risen to £31,300, according to the Pensions and Lifetime Savings Association (PLSA). The rising cost of living and…