Simon Boxall

Simon Boxall

Personal Tax Director

Simon is the Tax Director at Ward Williams and has more than 20 years of practical experience working in the tax profession.

Specialising in personal tax, Simon qualified as a Tax Technician in 2007, having been awarded with the Ivison medal for attaining the highest mark in the Personal Taxation paper in 2006.

As department head, Simon oversees the tax team across the Ward Williams group, whilst managing a diverse portfolio of clients including high net worth individuals, doctors, directors of owner managed businesses, partnerships and sole traders.

Personal Tax

The strategy of our team of qualified tax advisers is to offer a personal service, tailored to your specific needs.

Our principle aim is to understand our clients and provide a complete service, ranging from compliance work through to structured tax planning.

Through our personal service we will:

• remove the burden of our complex tax system;
• assist you with meeting your statutory obligations under self-assessment;
• undertake a review of your affairs in order to provide you with proactive tax planning advice.

There are a variety of tax reliefs and planning ideas currently available for Entrepreneurs, Owner Managed Businesses and Individuals. 

Inheritance Tax

Working closely with you and our personal tax and financial services teams we identify strategies, which will incorporate the use of available reliefs and exemptions relevant to your personal circumstances. These need to be planned and implemented sensitively as succession issues and family arrangements should usually take priority. Flexibility is typically a key feature of a successful strategy, while also being aware of the tax consequences.

Depending on the client’s goals, implementing a strategy is likely to involve one or more of the following:

• lifetime gifts;
• drafting, or revising an existing Will;
• establishing trusts;
• life assurance.

As Chartered Accountants you can be confident that we have the specialist knowledge to assist you with your tax affairs. Read our latest guide on Discretionary Trusts in Tax Planning for more information.

Healthcare

Ward Williams has a team that specialises in the healthcare sector. We act for a number of General Practitioner Practices with NHS contracts and understand the complexities of the financial reporting in this area. With over 30 years combined experience in this field, Ward Williams is well placed in the market to offer the following services to a high standard:

• Preparation of annual accounts (to include attending a practice meeting to present the accounts);
• Managements accounts, including projection of profits and advice on available funds to draw;
• Bookkeeping and payroll services;
• Preparation of self assessment and partnership tax returns;
• Preparation of personal expense and capital allowances claims;
• Practice Manager support (on financial and HR issues);
• Preparation of annual superannuation certificates;
• Advice on accounting and planning issues;
• Advisory tax planning (IT, CGT, IHT and VAT);
• HMRC investigations and enquiries (fee protection insurance offered);
• Access to qualified independent financial advisors;
• HR advisory service.

Please contact Simon for either a no obligation meeting at our cost or a fixed fee quotation.

Property Investment and Development

Ward Williams have a team that specialises in the needs of property owners and developers. Simon Boxall and Colin Hamilton have a combined experience totalling more than 35 years in this field. The following advice and compliance work is offered:

• Comprehensive property tax advice, planning and consultancy;
• Property accounts preparation and audit;
• Personal tax advice and compliance for private landlords;
• Partner and partnership tax returns;
• International tax advice for overseas residents with UK property;
• Stamp Duty Land Tax and property VAT planning/advice.