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Personal Accountants

Tax for Individuals

Good tax advice relies on knowing your client, communicating with them regularly and understanding their medium and long term goals. Choosing your tax adviser is therefore a commitment for the long term and one you want to get right.

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Wisteria is a name you can trust

Trust is key – you need to feel you have peace of mind that your tax affairs are compliant and up to date, that you are receiving good advice and support and that your tax affairs are organised in an efficient and manageable way.

Wisteria are experienced tax advisers. We have a team of Chartered Tax Advisers, individuals who are specifically trained and experienced in tax, not generally as accountants. We work with individuals in a wide range of circumstances, particularly individuals with more complex tax affairs. This experience means we identify, and where appropriate, implement all those tax planning opportunities that are available.

We also work with families

As a result, we often work not only with individuals, but with whole families, looking at the tax affairs of two, three or four generations. This means we can deal with a full range of tax issues, taking in income tax, inheritance tax and capital gains tax. Our work often involves property tax and international tax issues.

Why choose us

Whilst working on your tax affairs, we seek out opportunities and look to discuss this with you, as part of regular meetings. By developing long term relationships with clients, our tax return services work alongside the tax advice we provide, giving peace of mind that you are in safe hands, your tax return is dealt with in good time and each opportunity is identified and implemented.

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    Preparation of Self Assessment tax returns

    A self assessment tax return is the method by which taxpayers report their income and capital gains to HM Revenue and Customs. Wisteria’s team of qualified specialists can confirm whether it is necessary for you to complete a return and Wisteria provides an efficient and professional tax return completion service.

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    Income Tax and National Insurance Contributions (NIC) advice

    If your tax affairs are more complicated, you will need to register for self-assessment and submit a tax return. If you would like help getting set up to submit Self Assessment tax returns or if you require more information about our tax services for individuals, contact us today.

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    Inheritance tax planning and reviews

    Tax planning is completed either when you have decided what you want to achieve in the most tax efficient way, or where you wish to simply review your affairs. Wisteria’s tax specialists will review your position and advise on the most tax efficient way to structure your affairs generally or advice on any particular transaction.

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    Working with financial advisers to ensure you have an optimal tax and investment strategy

    It is important to work with an accountant who you can get on with and feel you can trust. When selecting an accountant, there are many factors to take into account and many possible options available to you. Wisteria’s financial advisers can provide you with valuable advice on how to maximise your money.