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.
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:
There are a variety of tax reliefs and planning ideas currently available for Entrepreneurs, Owner Managed Businesses and Individuals.
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:
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.
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:
Please contact Simon for either a no obligation meeting at our cost or a fixed fee quotation.
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:
We are always pleased to talk and discuss on a no obligation basis how we might assist.