accountants swansea
Personal Tax Swansea

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Do you need guidance around your personal tax?Contact us

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Do you need help with the planning and management of your personal finances?

We work closely with our clients in Swansea, we understand that their business and private lives are closely interlinked. Therefore, at WBV we offer a range of services designed to deliver personal financial and tax efficiency, both now and in the future.

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  • ZEmployment status disputes
  • ZRepairs v capital disputes
  • ZPrivate usage adjustments
  • ZCapital allowances – is it plant or property?
  • ZSettlements legislation – the classic husband and wife company scenario
  • ZEmployment status disputes
  • ZRepairs v capital disputes
  • ZPrivate usage adjustments
  • ZCapital allowances – is it plant or property?
  • ZSettlements legislation – the classic husband and wife company scenario

Personal Tax Swansea

Discretionary trusts

Trusts aren’t just for the very wealthy. They can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning. We can deal with all trust accounting on your behalf including accumulation and maintenance trusts for children and interest in possession trusts.

Personal Tax

If you need help with your Return or you want to see if you can pay less then we are able to help. We offer a personal service both for business owners and private individuals.

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Tax Enquiries and Investigation

HMRC has powers to investigate income and corporation tax payers at random. Let us fight your corner and maximise your chances of beating the Taxman! We also offer fee protection for self-assessment enquiries which protects you from the accountancy costs associated in defending your case.

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Inheritance Tax Planning

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising your liabilities. We can support you with advise on techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios as well as many other areas.

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Personal Tax:

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We’ll work closely with you to help

Property Tax

If you are a buy to let investor, property dealer or developer we offer a range of services to help you minimize property tax. We can help you navigate this property maze and ensure you are well informed.

Self-Assessment

Filling in the annual self-assessment for can be daunting and time consuming. Our self-assessment service for individuals focuses on your return being completed in an efficient and timely way. We also make sure that you are paying the right amount.

WBV ACCOUNTANTS

Some of the ways we can help you with property tax

  • ZReduction strategies for rental income
  • ZWhat is a repair and tax deductible and what is capital and not
  • ZTrading income versus Capital Gain considerations and advice
  • ZCapital Gains rollover and holdover considerations
  • ZStamp duty planning
  • ZEfficient mortgage structures
  • ZVAT considerations of property deals
  • ZMaking the most of the Principal Private Residence election
  • ZTax issues on the sale of part of your residence
  • ZSecond homes
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