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

    Budget 2024 Guide

    Posted on
    The Spring Budget was delivered by the Chancellor Jeremy Hunt on Wednesday 6 March. In what was widely expected to be Mr Hunt’s final Budget ahead of an election, speculation…

    Budget 2024 Key measures at a glance

    Posted on
    Following Jeremy Hunt’s budget earlier today we have summarised below the key tax changes and announcements he has made: Our full detailed guide on the Budget and our Tax Tables…

    Clarity on new border checks is vital, says BCC

    Posted on
    The government must clarify plans around new customs processes as firms remain in the dark about crucial aspects of their operation, says the British Chambers of Commerce (BCC). The first…
    From below of delighted aged male entrepreneur in classy outfit standing on street and speaking on cellphone while laughing and looking away

    Over 50s bucking decline in freelance numbers

    Posted on
    Tens of thousands more over 50s are now running their own businesses despite an overall decline in self-employment since 2020, according to the Association of Independent Professionals and the Self-Employed…
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