Personal services

Worried about your tax return?

Are you a property owner?

Worried about a tax investigation?

Planning to work overseas?

Whatever the problem, we have a solution

There are a lot of taxes out there to watch out for as you go through your career, all of which threaten to hinder your plans for the future.

We can help with every single one. As long as we understand you, your finances and your goals, you’ll be on the way to making your wealth go further.

Personal tax

Personal tax gets in the way of our goals, sometimes even restricting the way we live our lives. Don’t let your taxes do that to you.

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Property matters

Whether you have a vast portfolio of properties or just a property you unexpectedly inherited, we can help you with all things property related.

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Expatriates & residency planning

There are different tax rules depending on your residency and domicile status. Learn everything you need to know here.

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HM revenue enquiries

Don’t panic if HMRC starts an inquiry into your tax affairs. We’re here to help you settle the dispute quickly and efficiently.

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Inheritance tax planning

Inheritance tax is a huge burden to put on someone who has just lost a loved one, but you can work to reduce the tax that might be due.

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Personal tax planning

Our personal tax planning service is all about getting to know you, your finances and your goals so we can create a plan suited to you.

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Estate planning

Make sure the value of your estate is not sapped away once you’re gone, with our expert advice.

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Trusts

Trusts are savvy tools for anyone looking to protect their estate against inheritance tax. Learn more here.

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Probate

Once someone dies, the probate process kicks in, which is an essential part of the inheritance process. We can help you with it.

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Not what you’re looking for? Try our Business services

The journey starts now...

However you want to get in contact, we’re ready to hear from you.

We’re on hand to answer your questions and find out what else we can do for you. Here at Wells, it’s about giving you a great service that will set you or your business up for success.