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.

Meet the expert

Richard became a director of Wisteria in 2018 and responsible for the Tax department. His clients vary from individuals to partnerships and Limited Companies. Since becoming a Chartered Tax Adviser in 2015, he has grown his client base to individuals and corporations within the UK as well as those based in South East Asia.

His main focus lies in those individuals who are UK resident/Non-resident with non-UK domiciled issues to High-Net-Worth Individuals who own residential and commercial properties within the UK.

rsham@wisteria.co.uk

Learn more about Richard

Do you have a personal tax query?

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What makes Wisteria different?

Specialist tax and business advisers like no other

We seek out opportunities

While working on your tax affairs, we seek out opportunities for you to further develop. We’re with you every step of the way.
We aim to keep you in the loop

We aim to keep you fully in the loop, discussing developments and new options with you, as part of regular meetings.
You're in safe hands

We give you peace of mind, your tax return is dealt with in good time, and each opportunity is identified and implemented.
Long term relationship

By developing long-term relationships with clients, our tax return services work alongside the tax advice we provide.