Personal Tax Advice

Good personal 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. Here at Wisteria, we are always on-hand to offer you expert personal tax advice. Read on to find out our values and our methods to help both SMEs and mature businesses.

Our understanding

At Wisteria, we want to give you peace of mind. It can be stressful worrying about whether your tax affairs are compliant and up to date. Therefore, we offer the advice and support that you need to get your tax affairs organised in an efficient and manageable way.

Our team is made up of experienced chartered tax advisers who are specifically trained and experienced in tax (not generally as accountants). We work with individuals in a wide range of circumstances, particularly individuals who more complex tax affairs. This experience means we identify and, where appropriate, implement all those tax planning opportunities that are available.

How we can help

As well as working with individuals, we can offer tax advice for your whole family, 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.

While working on your tax affairs, we seek out opportunities that we’ll discuss this with you as part of our regular meetings. Our tax return services work alongside the tax advice we provide, giving you peace of mind that you are in safe hands. Your tax return will be dealt with in good time and we will identify and implement every opportunity.

For a discussion about how we can work together to deal with your tax affairs, please contact Wisteria’s tax team.

Do you have a personal tax query?

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Meet the expert

Richard has over 8 years experience at Wisteria and now heads up the tax and payroll team, managing all services from compliance and consultancy to payroll and investigations. Richard’s network of clients have grown to include HNW individuals based both in the and outside the UK with many having international taxation issues.

Meet Richard

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.

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.
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.
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.
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.