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

    All Staff
    Filter by Department
    • Directors
    • Audit and Accountancy
    • Tax and Estate Planning
    • Business Advice and Support
    • Payroll
    • Wills
    • Corporate Finance
    • Independent Financial Advice
    • Admin

    Latest Tax and Estate Planning Updates

    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…