Private Clients

Retired Taxpayers

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.