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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Tom and Paul announced in Accountancy Age 35 under 35

The Accountancy Age 35 under 35, in partnership with AJ Chambers, seeks to highlight the rising stars of the accountancy profession, featuring those…

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Employment Related Securities (ERS)

Employment Related Securities (ERS) deadline: 6th July 2024

The deadline for filing annual Employment Related Securities (“ERS”) returns is Saturday 6 July 2024 and applies to all UK employees or directors who…

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Tax News June 2024

June 2024 – Tax News

Well if a week is a long time in politics, well then the month since our last newsletter has been ample time to announce a general election and see…

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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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Eight centuries wasted waiting for HMRC to pick up the phone

Can you imagine waiting for 800 years for an appointment? How about 30,000 days or 7 million hours? That’s how long, collectively, taxpayers reported…

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Meet the team in 90 seconds – Tyron Reinecke

Introduce yourself I am a Senior Manager within the Corporate Finance Team as well as the South Africa Office Lead. Describe your role at Wilson…

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Meet the team in 90 seconds – Stefan Botha

Introduce yourself I am a Corporate Finance Manager within the Corporate Finance Team at Wilson Partners. I joined the well-versed and dynamic team…

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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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Are you ready for exit? Exit planning seminar.

The earlier you begin planning for exiting your business the better. Wilson Partners has partnered with Herrington Carmichael to bring you a seminar…

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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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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