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Private Client

Personal Tax Services

WSM: Private Client is a division of WSM dedicated to bringing a first-class tax service to private individuals that need bespoke tax advice, a friendly and efficient tax compliance service for annual tax returns and a knowledgeable specialist tax team that can deliver solutions to all your UK tax problems.

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Welcome to WSM: Private Client

Whether you are planning on leaving the UK on a temporary or permanent basis, planning to come and work in the UK or simply a UK citizen living and working here, we are able to advise and help you to plan for the tax consequences of your circumstances, looking holistically at Income Tax, Capital Gains Tax and Inheritance tax implications.

Who we work for

Foreign Investors
Landlords and Property Investors
Partners and Company Directors
Retired Taxpayers
Self Employed

The UK tax system can sometimes seem rather complicated for overseas investors. Our private client team has built up expertise in explaining and advising non domiciled and non-UK resident investors on the intricacies of investing in UK assets.

We act for a number of international investment funds and on behalf of over 20,000 private investors in closed ended investment vehicles. The firm prides itself on providing clear communications and explanations on UK tax matters and ensures investors minimise their UK tax liabilities.

We provide a full service for both UK resident and non-resident property investors and landlords. This is a complex issue where the government has made significant changes in the rules and regulations in the past few years and continue to do so. Let our tax team help you with your compliance and tax planning to achieve your long term aims. We make sure we are kept up to date with the latest developments and are able to give you independent advice tailored to your specific needs.

Our highly experienced private client team provides a tailored and personalised tax planning and compliance service to ensure that high-earning, busy directors and partners benefit from the very latest tax planning opportunities.

We act for over 650 directors and partners and our service ensures that important deadlines are always met through our computerised job control system and proprietary online filing software. In many cases, our corporate team carries out work for the director’s company and there is always a close liaison to ensure a holistic tax planning approach.

Retirement can bring many new challenges, but there is no reason why top-quality tax advice and support on a range of tax planning and compliance issues has to be sacrificed.

WSM act for many clients who have finished working full time and who are undertaking a portfolio of part-time roles, maximising their income from investments and savings, making decisions about pensions and annuities and considering inheritance tax planning steps for themselves and their families.

We offer a complete accounting and tax compliance service for self-employed traders and professionals. This includes a registration service for tax and VAT, advice and support on setting up bookkeeping and reporting systems, annual tax return compliance and advice on the appropriate circumstances for incorporation.

We act for many profitable self-employed clients working across London and the Home Counties and bring to bear a combination of accounting and taxation expertise to ensure that our self-employed clients can direct their time towards providing their own services to customers and clients across the country.

Call Us Today On

020 8545 7600

email: enquiries@wsm.co.uk

Our Services

Annual Self Assessment Tax Returns

Getting your self-assessment return right is so important. In the new environment of fines, penalties, surcharges and interest you cannot afford to make mistakes. We help to give you peace of mind; ensuring returns are filed correctly and on time.

The firm completes over 1,200 self-assessment returns each year for clients, filing these online as a registered agent through our proprietary tax software. We also provide insurance against tax enquiries and investigations adding further security for our clients.

Capital Gains Tax (CGT) Planning and Compliance

Capital gains have become an increasingly important area for tax planning. With historically high rates of income tax, it is more important than ever to try and use the opportunities provided in the capital tax regime to benefit from the many reliefs and allowances as well as the lower rates of taxation.

We put early CGT planning at the forefront of our tax thinking for those in business who will one day be looking to exit with value as well as steady annual planning to utilise annual allowances for those with investments.

Trust and Estate Planning and Compliance

As increasingly important areas for tax planning, trusts are surrounded with complexities, special rates and anti-avoidance provisions. Therefore expert advice is highly recommended.

There are also surprising opportunities to minimise tax on deceased estates and we often work with legal executors to assist with tax after death as well as introducing deeds of trust, will trusts and discretionary trusts to protect assets during your lifetime.

Tax Investigations and HMRC Enquiries

We have been assisting clients with tax inquiries for over 35 years and with the increasing emphasis on enquiries by HMRC, a well handled investigation can minimise costs as well as any eventual tax settlement.

In addition to providing expertise in this area, we offer all our clients comprehensive fee protection insurance, operated by Croner Tax Wise, one of the UK’s largest insurers in this market, covering both full as well as aspect enquiries.

Domicile and Residence Tax Issues

With a new ‘residence test’ recently introduced into the UK tax system (with effect from April 2013) there has never been a more important time to seek advice to ensure that the UK tax that you think might be due, is the same as the tax being demanded by HM Revenue & Customs.

We provide advice to individuals from all over the world who are planning to live and work in the UK. It is equally important for those planning to leave the UK and the team is at the cutting edge to ensure that no tax opportunities are missed.

Inheritance Tax (IHT) Planning and Compliance

Tax on wealth is often considered to be one of the more egalitarian taxes within the UK system, however proper planning can make this tax almost ‘voluntary’ provided assets are transferred and the correct tax structures are put in place.

Whether you are getting married, planning for your children’s education, making crucial investment decisions or planning to ensure you have sufficient income in later years, we want to share your journey with you as your trusted advisor.

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