Clear, personal advice that makes complex tax feel simple.
Your personal tax position rarely stands still. Income, investments, property, business interests, and family circumstances all shift, and each change carries a tax consequence worth planning for.
Wbg’s private client team provides clear, tailored personal tax advice for individuals, families, business owners, and high-net-worth clients. We combine dependable compliance with genuine, astute planning, giving you confidence that your affairs are handled accurately and efficiently.
We support individuals and families across their personal tax affairs, including:
Frequently asked questions
It depends on your income and circumstances. the self-employed, landlords, higher earners, company directors, and those with significant investment income often do. We’ll confirm your position and handle the filing accurately and on time.
If you’re a sole trader or landlord with qualifying income over £50,000, Making Tax Digital for Income Tax applies from April 2026, with the threshold dropping to £30,000 from April 2027 and £20,000 from April 2028. We’ll help you get ready in good time.
Through careful, tailored planning. This means making sure you use allowances, reliefs, and the right structures for your circumstances. We give candid advice on what’s appropriate for you, never a templated approach.
Yes. We advise on the timing, reliefs, and reporting requirements, so you understand the position before you act – and meet HMRC’s tight reporting deadlines.
Yes. Our people often build their careers with us, so there’s a very good chance you’ll build a relationship with an adviser who genuinely understands your circumstances and supports you, long-term.
WHY CHOOSE WBG?
Personal, tailored advice:
Guidance that’s shaped around your specific circumstances and never copied and pasted.
Compliance and planning together:
Accurate returns, plus the forward-looking planning that makes a very real difference.
Joined-up with your business:
Our private client and corporate teams work together, so your personal and business affairs can align, if you want them to.
