Services for individuals

Our services are not restricted to businesses, and we have a large number of personal tax clients.

Personal tax

We maintain that all clients should pay as much tax as is required by legislation, but not a penny more, and so you can be assured that we advise, plan and claim for all the reliefs and exemptions to which you may be entitled.

Whether you need assistance with your self assessment tax returns or advice on minimising and declaring personal tax liabilities, including income tax, capital gains tax and inheritance tax our team can help.

We also have substantial experience in advising and assisting landlords and owners of furnished holiday lettings.

Other planning strategies we can work on with you include extracting profits from your business; remuneration strategies; the making of tax-efficient savings and investments; gifting strategies; planning for your retirement; and much more.

Personal Financial Planning and Wealth Management

As members of the Institute of Chartered Accountants in England and Wales we are able to provide complementary services to help our clients and their families manage their personal finances. This typically involves working alongside regulated financial advisers to help provide our clients with a quality financial planning and wealth management service.

Additionally, we can help you utilise tax reliefs associated with Venture Capital Trusts, Enterprise Investment and the Seed Enterprise Investment Schemes. We can also assist you in making use of tax-efficient savings vehicles, such as ISAs and investment bonds.

The areas where we can help you include:

  • Personal income tax and capital gains tax planning
  • Extracting profits from a business
  • Planning for a comfortable retirement
  • Tax efficient savings and investments
  • Estate and inheritance tax planning
  • Making use of income tax, capital gains tax and inheritance tax reliefs
  • Gifting strategies

Thain Wildbur is regulated for a range of investment business activities by The Institute of Chartered Accountants in England and Wales.

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