ADVISORY SERVICES FOR INDIVIDUALS
If you want to find out how you as an individual could benefit from our financial and advisory services, then please contact Wigepa for advice and information regarding our tailor-made individual advisory packages.
Since 10 years we are Specialist Advisers for:
Bespoke personal accounting
Struggling to keep on top of your tax returns? Fed up of filling out self-assessment forms? Looking to plan for your financial future? At Wigepa we offer individual advisory packages, tailor-made to your personal needs to help you avoid hassle and make sure you achieve your goals.
A bespoke advisory service that’s unique to you
If you are self-employed, a business owner, entrepreneur looking for individual advice, then we have the knowledge and know-how to save you time and money. At Wigepa, we appreciate that when you work for yourself you need to feel in control of your own affairs. When you invest in support from a good adviser, you’ll soon discover that it’s worth every penny.
Personal planning, tax and advice
Whether you are seeking information on inheritance tax or capital gains; looking to protect your wealth or become more tax efficient; our team of expert adviser are on hand to offer bespoke advice to best suit your situation. Take a look below at just some of the ways we can help you.
Self-assessment tax returns
There are many circumstances that can affect your personal tax affairs. You could be self-employed, receive an income through property or land, have untaxed income or savings or have received additional revenue from abroad. Whatever your circumstances, Wigepa can provide you with practical tax advice on how much you need to pay and the most efficient way to arrange your affairs.
We’ll take the time to guide you through each process, assisting you in filling out your personal tax returns on time, every time, in a quick and effortless manner.
Tax efficiencies
As an individual it is your responsibility to ensure that you follow regulations in order to meet legal requirements. However, there could be many missed opportunities for you to save money simply by becoming more tax efficient. At Wigepa we can offer advice on all aspects of your personal taxation from tax deductible expenses to dividends, specialist tax reliefs and pensions.
Financial planning for the future
A good adviser should be able to understand your individual long-term goals and not just look at the ‘here and now’ numbers. At Wigepa we spend time getting to know our clients, communicating with them and setting plans and forecasts in place to achieve future objectives.
TAX & WEALTH ADVISORY
INDIVIDUALS
Our philosophy is that you only provide good advice if you care about other people. And that is what we do. We do for you what we would do if we were in your situation.
We sell knowledge. It is our business to know and to help you with this knowledge. We help large numbers of people and entrepreneurs that are in similar situations such as yours.
Understanding your individual accounting requirements
We understand that choosing an adviser is a big commitment for many individuals and is therefore a decision you want to get right from the start.
As a small, independent business ourselves, we appreciate the need for the personal touch and that is why we go the extra mile to exceed our client’s expectations. We not only offer sound, practical advice but enjoy spending time getting to know you as it enables us to plan, benefit and improve your personal finances for the future.
A good adviser should act as an extension to your business and at Wigepa we provide a bespoke service that is second to none.
Wigepa can help you by:
- Providing cost-effective financial advice both face to face and online
- Handling any personal queries you have regarding financial issues, and making sure you get the right guidance.
- Filing all your tax returns and self-assessments on time and in the correct format.
- Advising you on your future plans.
- Setting you up with a secure online accounting system that enables you to control your finances, should it be required.
- Helping you understand complex terminology and providing you with peace of mind that everything is in good hands.
- Keeping you updated on regulatory obligations that affect you.
- Always being there for you no matter where or when you might need us.
Request a personal quote
If you want to find out how you as an individual could benefit from our financial and advisory services, then please contact Wigepa for advice and information regarding our tailor-made individual advisory packages.