Insights - Wilson Partners
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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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Updates on business news and legislation as well as our own news

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Jeremy Hunt’s Autumn Statement 2023

On 22 November 2023, Chancellor Jeremy Hunt presented his Autumn Statement to Parliament and started making, in his words, the long-term decisions…

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Wilson Partners embarks on ‘Best Companies’ survey process

Employee feedback is really important to us at Wilson Partners. That’s why last year we partnered with Best Companies to enable non-biased external…

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Wilson Partners CF team announced as finalists at the Thames Valley Deals Awards Due Diligence team of the year category

The Corporate Finance Team are delighted to be announced as finalists at the Thames Valley Deals Awards 2023 in the Due Diligence Team of the Year…

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

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Back to basics: What is IHT?

No one likes to talk about death and hardly anyone like to talk about tax, so Inheritance Tax (IHT), being a tax that is predominantly in point when…

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Meet the team in 90 seconds – Trina Hill

Introduce yourself… I'm Company Secretarial Director at Wilson Partners, having established the department in 2012. I am a Chartered Secretary in…

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Knowledge for Life

Book Club: Menopausing by Davina McCall

The Book Club’s most recent read was Menopausing by Davina McCall, a book that looks to tackle the perceived taboo subject of menopause, recognising…

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

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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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A new era for R&D tax incentives – sign up to our webinar

With the forthcoming changes to R&D tax incentives we will be hosting a free webinar and Q&A to help you understand and navigate the changes and…

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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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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