Looking after people. Not numbers.
A more complete and personalised approach to accountancy, ensuring every penny you earn remains with the people you love.
We believe our job is to help you and your family pay less tax and to use every fair and legal technique open to you in keeping the wealth that you have spent a lifetime building.
When you become a client of Wills & Trusts Accountants, you’ll realise that the benefit of having your tax affairs managed by a firm that can also deal with both your financial and legal affairs is immense. With a complete overview of what’s happening with your investments, we can optimally control your tax. And because we can do that, we can make sure your wealth is properly passed to the next generation.
True tax planning is both a science and an art. At Wills & Trusts Accountants, we are proud to focus not just on both but how they interplay to make sure you keep more of what you earn.
Your Self-Assessment tax return starts the first day of the tax year, with a plan. It should not just be about filling in the blanks at the end of the tax year or trying to fix things when it’s too late. It’s about making sure that a plan is in place and implemented.
You are required to file a tax return with HMRC annually. The accuracy of this is paramount in making sure that you pay the right amount at the right time, without incurring penalties or fines. We can handle the entire process for you, taking the burden off your shoulders, so you don’t have to worry about any overpayments or penalties.
From March 2021, every Trust in the UK (excluding life insurance Trusts) must be registered with the HMRC and a return must be completed. We will review your Trust arrangements with a view towards tax control and then file your return for you, keeping you protected from any penalties that non-registration will incur.
When was the last time your accountant met with you at the beginning of the tax year to plan your company’s tax, and more importantly, how that interacts with your personal tax? This type of planning can only be done by a firm who manages both your accounts and investments. It’s what makes us unique.
Meet our Accountancy Team
We’re proud to be one of the few wealth management companies in the UK owned almost entirely by its clients and its staff. It’s this ownership that we believe sets us apart from the rest.
We’re always delighted to receive feedback and testimonials from our clients. Here’s what some of them have to say about working with the team.
Steve has been a long term client of Wills & Trusts. We asked him to give his honest opinion on the service since choosing Wills & Trusts to manage their wealth after his father's recommendation. Here is what he had to say
Ivor Eisenstadt has been a client of Wills & Trusts for a very long time. We asked him to give his honest opinion on the service he has been receiving since choosing Wills & Trusts to manage his investments. Here is what he had to say
We understand that financial planning can be daunting. We also believe that people should know precisely what they can do with their estate, their investments and their savings to get the best results.
That’s why we host award-winning Public Education Seminars across the UK in a friendly, relaxed setting, so you can discover more about making the most out of your wealth and cementing a stronger financial future for you and your family.
Find your nearest seminar
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Attend one of our webinars
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Wills & Trusts Accounting Limited trading as Wills & Trusts Accountants. Registered in England and Wales No. 12275916