Personal Accountants

Tax for Individuals

Simplify your finances with an accountant that you trust. Wisteria’s chartered personal accountants offer a range of bespoke services and expertise tailored to suit all your needs. Get peace of mind and make key financial decisions with professional advice that adheres to regulations.

Our tailored services for Individuals

We provide tax services for a large number of individuals with complex tax affairs. We understand that a personal accountant service is of the utmost importance to many of customers. We aim to develop long-term relationships with our clients, built on a foundation of trust and expertise. To find out more about personal accountant options, or any of our other bespoke services such as small business tax advice and financial audit services, please contact our team today.

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Wisteria is a name you can trust

Trust is key — you need to have peace of mind and know that your tax affairs are compliant and up to date. You also need to feel confident 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, rather than general accountancy. 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 the tax planning opportunities that are available.

We also work with families

As well as working with individuals, we offer advice to families, looking at the tax affairs of two, three, or four generations. Through this service, we 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

While working on your tax affairs, we seek out opportunities. We aim to keep you fully in the loop, discussing developments and new options 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. We want to give you 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.