Taxation-Wealth-Management
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Taxation & Wealth Management

"Every man is entitled if he can to order his affairs so as that the tax attaching under the appropriate Acts is less than it otherwise would be." (Lord Tomlin - IRC v Duke of Westminster [1936])
At Watts Gregory LLP we offer comprehensive tax planning services to help grow the wealth of your family.
Our experience

Watts Gregory LLP has experience of giving tax advice in a full range of business and family situations. We offer holistic advice, taking into account your financial and lifestyle circumstances and your current and future plans and intentions. This will help you to build a strategy that may be monitored and evolved as your position and the tax rules and rates change over time.

This area is of a specialist nature requiring staff who are specifically trained, qualified and experienced to undertake such work and who regularly keep up to date with emerging developments in tax law, regulation and practice.  We take a commercial approach in questioning the potential range of your future plans and circumstances so that as far as possible you may be fully briefed on pros and cons before a conclusion is reached.

We have in house expertise in all the main UK direct taxes and stamp duties and we have an associated consultant to whom we refer for advice on VAT and other indirect taxes.  As a member of the UK200 Group, we are able to work alongside similar independent firms worldwide, who are members of the International Association of Practising Accountants (www.iapa-accountants.com), to provide up to the minute overseas tax advice when relevant.  This gives Watts Gregory LLP an added dimension akin to an international practice, and experience of co-ordinating and reporting in a positive way across organisations.

Our approach

The first step is for us to meet with you to gain a sufficient understanding of your immediate short, medium and long term plans, objectives and expectations. In that context, we aim to offer simple and effective tax planning strategies proportionate and relevant to your circumstances. We offer to you with tax saving ideas that you may pursue or reject at will.

The key to successful planning is advance preparation - the sooner you speak to us in advance of a transaction, the greater the opportunity for planning to mitigate the tax cost.

We manage the project to help you to implement and document your plan, working alongside your solicitors and financial investment advisers to ensure that the strategy is fully and properly brought into effect. We will advise on or deal with HMRC tax clearances, and tax and company secretarial reporting requirements.  This provides peace of mind that your plans are properly executed.

For longer term tax planning strategies, periodic review is essential. Through regular discussion with you we aim to maintain a full commercial and practical understanding of your latest personal and business plans and aspirations. The economic world in which we live and the tax laws which affect us are continuously and rapidly changing. We therefore evolve our tax solutions to underpin and enhance your future financial prospects.

Wealth Management

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales.  We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Our Tax Advisory and Wealth Management services include:
For more information about our Taxation and Wealth Management services or to arrange a consultation, please contact a member of our team.
Key Contacts
Taxation & Wealth
Management


Anne Smith ACA CTA
Tax Partner
(029) 2054 6613
Email Anne


Neil Pugh FCA CTA
Partner
(029) 2054 6614
Email Neil