Tax Planning Solutions for Individuals
Whitley Stimpson provides the full spectrum of advice to both individuals and businesses. We have the experience and expertise to ensure you are compliant with all current legislation.
We can make certain that you are able to plan your finances efficiently and effectively, as well as mitigating taxation liabilities. That means providing timely advice on both outstanding tax liabilities and tax planning opportunities.
Our personal taxation services include advice and assistance on:
- Inheritance tax
- Use of trusts to protect wealth
- Employee benefits
- Pension planning
- National Insurance
- Investments
- Retirement planning
- Capital gains tax relief
- Preparation of tax returns
- Wealth management
- Gift Aid
We provide you with the assurance that your taxation affairs are kept up to date and that you are forewarned of any outstanding liabilities. Prompt and expert advice enables you to plan ahead and minimise future exposure to taxation.
Our specialist taxation department, led by Tax Director Owen Kyffin, is available to assist in complex transactions and planning arrangements. Call Owen Kyffin on 01295 270200 or email OwenK@whitleystimpson.co.uk. For further information on taxation, visit our Information Centre
Whitley Stimpson and particularly the partner, Nick Bullen, have advised myself and my wife in our various business and personal tax affairs for almost 15 years. During that time Whitley Stimpson have helped to guide us through the myriad of accounting and tax legislation. The service we have received has been consistently excellent in terms of delivery, punctuality and professionalism and we would recommend them to any potential new client to the firm.
Rob and Maureen Forsyth