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PERSONAL

Our aim is to establish a one-to-one personal relationship with each of our clients. As such, we are able to advise on financial matters outside of purely business-related finances.

Our services include:

Personal Tax Planning & Self-assessment

Each individual who pays tax needs professional help. Thousands of taxpayers are fined by HMRC every year for incorrect tax returns.

PERSONAL TAX PLANNING

We are committed to giving you clear, concise smart advice. Doing the books, so you don’t have to. Providing you with advice on income tax, capital gains tax, inheritance tax, trusts and estates and non-domiciliary tax issues.

We are tax specialists, keeping you up-to-speed with the latest developments in income tax. Ensuring you are fully compliant and not paying more than you should.

Contact our accountancy advice team on 01438 740074 to discuss how we can help you.

SELF-ASSESSMENT

Let us do it all for you. We can lighten the load and take care of this time consuming, confusing task so that you can get on with more important things in life.

We will ensure that your submission is correct and filed on time so that you don’t run the risk of a late payment fine. We can liaise with all your financial institutions to gather data, complete and file your return, calculate your tax liability and advise you on relevant tax saving options.

Contact our accountancy advice team on 01438 740074 to discuss how we can help you.

Estate Planning, Trusts & Executorship

Estate planning used to be something only the very wealthy had to be concerned with. However, these days everyone can benefit from properly structured estate planning.

ESTATE PLANNING

We plan for your future. Working together with you. Helping you navigate life’s complex changes. Our estate planning allows for life’s complexities.

Your estate plan is so much more than a will:

  • Life assurance cover
  • Succession planning
  • Business exit strategies
  • Will writing and updating
  • Trustee and executor duties

Contact our accountancy advice team on 01438 740074 to discuss how we can help you.

TRUSTS AND EXECUTORSHIPS

We can help you maximise your tax benefits and make the most of the trusts in your tax and estate plan. There are different types of trust which each have different uses, be that providing for your children’s education, determining property ownership, or gifting to charity. We give you expert guidance on which are best suited to your needs, making your trusts work harder for you.

Contact our accountancy advice team on 01438 740074 to discuss how we can help you.

Retirement Strategies

Innovative thinking delivers you a brighter tomorrow.

We are here to help you plan for a good retirement. Taking care of business exit strategies, pension provision, savings and investments, life assurance and long term care provision.

Evolving a retirement strategy for you, with a firm understanding of all of your needs. Offering you insight and direction.

Complicated solutions. Simply presented.

Contact our accountancy advice team on 01438 740074 to discuss how we can help you.

Business

A successful business needs the continuous support and advice from professionals. That's what we are here for.

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Specialist

We have developed expertise in several industry specialisms, enabling us to provide highly focused services in these sectors.

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In touch. In tune. Expert.

Wagstaffs Richmond House, Walkern Road, Stevenage, Herts SG1 3QP

© Wagstaffs. Wagstaffs is the trading name of Wags LLP, a limited liability partnership registered in England & Wales number OC317369. Registered office as above. A list of members is open to inspection at our office. Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England & Wales. A member of the INAA Group, a worldwide association of independent accounting firms.

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