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.

Tax planning

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.

Tax returns

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.

Trust returns

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.

Company accounts

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.