Insights - Wilson Partners
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Insights

Insights

Welcome to Wilson Partners insights. Information is key to helping you run your business efficiently and profitably and you can never have enough of it. So, here is where we bring you business news, legislation updates, tips on business ownership alongside a series of interviews with some truly inspirational leaders and entrepreneurs.

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News

Updates on business news and legislation as well as our own news

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Wilson Partners Property News

Property Newsletter – March 2024

Welcome to our monthly newsletter for property landlords. We hope you find this informative and please contact us to discuss any matters further.…

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Wilson Partners releases results of its eighth biannual business report of South East SMEs

Wilson Partners conducts a biannual business survey among SME clients in January and July. The research is carried out across a broad range of…

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February 2024 – Tax News

February 2024 – Tax News

Year end tax planning It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would…

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Blog

Helpful insights into the day to day running of your business as well as life beyond work

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Inheritance Tax: Let’s get organised

Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting…

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Seeking investment: What a Private Equity investor looks for

What a Private Equity investor looks for Private equity investment is a fundamental source of business funding that plays a pivotal role in…

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Seeking investment: Different types of investor

Different types of investor Seeking equity investment can bring a significant number of benefits to a business, not just an injection of cash, but…

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Thinking Business

Our interview series where we get inspired by entrepreneurs and business leaders alike

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Succeeding as an entrepreneur, interview with Simon Phelan, Founder & CEO of Hometree

Simon Phelan studied Engineering and Mathematics at Trinity College Dublin, before moving to London to work as a management consultant. From a family of entrepreneurs, his underlying ambition was to start his own business, although he developed an…

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Events

Here’s where we’ll keep you up to speed with any upcoming events that we’re involved with

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Inheritance Tax Planning Event

Inheritance Tax Planning: the essentials

Join Wilson Partners Tax Director, Sarah Clarke and guest speakers Charlotte Drury-Woods, Head of Private Wealth and Inheritance at Herrington…

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Sign up to hear about future events

We like to host in person and on-screen events to share our knowledge and our network with out clients and friends. If you'd like to hear about our…

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Webinar – Changes to the UK Trust Registration Service, May ’22

A short webinar and Q&A session with our Trust specialists Jodie Green and Sara Pedrotti. You can view the video and download the presentation here.

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Case studies

We’re proud of what we do in partnership with our clients, helping them to make better business decisions and achieve their goals. So here are some of the projects we’ve worked on with them.

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Case study: Hedge Fund start-up

The Background A new hedge fund start-up approached us for assistance in preparing the financial projections required for submission to the FCA in support of their registration application. They also then required our ongoing support in relation to quarterly FCA compliance reports and RegData submissions. The Problem The initial challenge for this…

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Case study: Archipelago Technology Group

The Background In the initial start-up phase, the client, Archipelago, approached us for accounting services and support in tracking costs by project to help them submit grant claims for Innovate UK and annual R&D Tax Credit claims. The client had created a novel technology, now called Powerdrop, to dispense precise, micro-litre quantities of…

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R&D Case study: TriOpsis Limited

The Background TriOpsis provides workforce management, scheduling and asset management systems for utilities and their contractors. This industry has seen a huge growth in supply, diversity and regulation over recent years and the processes with which the industry operates have become more complex. The technology platform offered by TriOpsis…

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Downloads

From R&D tax reliefs, tax legislation guides, to our latest Thames Valley business survey, you can access it all here.

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7 Pillars of Business Success Guide.

Download our free eBook – The 7 pillars of business success

Read our free guide what you need to focus on to help you make better decisions and achieve your goals quicker.

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Download our COVID-19 Business Survey Report.

Download our free guide to selling a business

Whether you’re at the start of your business journey or thinking about your exit our free guide gives you the inside track on how to manage the process.

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Download our Guide to R&D Tax Reliefs.

Download our free guide to R&D Tax Reliefs

Big tax benefits today for the innovators of tomorrow.

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It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.

Force for good.

We believe that businesses have responsibilities way beyond shareholders and employees, that’s why we are part of the B1G1 movement.

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Call us on 01628 770 770 for a no-obligation chat