Private individuals
As a successful individual in a strong financial position, you will almost certainly have clear goals and priorities for the future. It might be reducing your tax burden, making your money work harder, securing a comfortable retirement or inheritance planning to maximise assets for your family. At Wilson Partners, we look to build long-term relationships and a level of trust that adds value and ensures you feel safe and confident in the advice that is given.
Services for private individuals
Need some advice? Click here to fill in our enquiry form
Tax eNews:
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 be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each).
Latest blog:
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 for our loved ones once we’re gone. But it’s really important to understand what your Estate is…
Download:
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.
Latest News:
We’re excited to announce that we’ve joined forces with Woking based firm Barnbrook Sinclair. The move strengthens our presence in the South East of England enabling us to bolster our audit, tax and advisory capabilities.
Latest blog:
Certain firms exclusively pursue large-scale deals exceeding £100 million, while others concentrate on smaller transactions. Furthermore, some firms differentiate themselves with distinctive expertise, effectively assisting companies in…
Join the team
If you have the energy, mindset and drive to work in an accountancy firm that wants to do things just a little bit differently, then we’d love to hear from you.
Katie Hathaway
Bobby Battu
Sarah Clarke
Jenny Evans
Bhavika Nesbitt
David O’Farrell
Jack Brand
Amie Ellison
Danny Bignell
Yanelisa Mbaba
Aaron Sandhu
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.