Private individual or trust

Peace of mind with a human twist

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Managing your own tax affairs, or those of a trust, can be complex. We believe that simply knowing that you have met your obligations is not enough – personal finances need a personal touch.

By looking beyond the numbers and focussing on you – your unique circumstances, your goals, and your concerns – we give you better advice and the confidence that your finances are not just done, they’re done with care.

Directors

As a company director you can often put your business’ needs before your own, but we are on hand to make sure you can fulfil your requirements, whether that be ensuring you meet your responsibilities as a director or submitting your personal tax return. Let us help to support you whilst you support your business.

Trusts

Our tax department have extensive experience helping to plan, establish and ensure compliance for our trust clients, ensuring all trustees, executors and administrators are kept informed and all queries are answered.

Individuals

It can be hard to know what tax rules and regulations apply to you, so let us take the confusion away by providing you with clear and concise information about what HMRC require and how you can ensure your affairs are organised in the most tax efficient way.

Sectors we work with

We’re experienced at helping and advising individuals and trusts on many issues.

Resources

IHT – settled and excluded property

A trust is an obligation that binds a trustee, an individual or a company,...

Added protection for pension savers

The new Pensions Scheme Act received Royal Assent on 11 February 2021. The Act...

Are you a landlord that owes tax to HMRC?

The Let Property Campaign provides landlords who have undeclared income from residential property lettings...

Building a new home and VAT

The VAT DIY Housebuilders scheme is a special scheme that enables someone building their...

Employed or self employed?

How to determine whether you are employed or self-employed? The question as to whether...

Making Tax Digital for Individuals

Outlining the Making Tax Digital regulations for individuals. The government has started phasing in...

Services

  • Accounts preparation
  • Audit
  • Bookkeeping
  • Payroll
  • Tax

Preparing statutory accounts can be time-consuming, and keeping up to date with ever-changing requirements an unwanted distraction when you’d rather be focussing on the bigger picture. We can take the strain and bring you clarity; from mapping documentation and reviewing disclosures, to creating account templates or preparing full financial statements. Our specialist team will work closely with you to ensure your accounts comply with HMRC obligations, Companies Act requirements (FRS 102, FRS 102 (Section 1A) and FRS 105) and Charities Act requirements (Charities SORP FRS 102).

Strong financial management isn’t simply a case of the numbers adding up, you also need effective internal systems and controls and the ability to identify weaknesses. With highly qualified experience in audit, assurance and regulatory reporting services, we can help you assess and strengthen your systems. We’ll get under the skin or your organisation and tailor our audit accordingly.

We are registered by the Institute of Chartered Accountants in England and Wales, and our files are subject to regular reviews and regulatory visits from the Quality Assurance Directorate (QAD).

Rock solid financial admin is a foundation of good business management. Our dedicated bookkeeping team are here to look after the numbers for you – whether you need an ad hoc confusion clearing up, or full year-round bookkeeping services. Trained in a range of accounting software, we’ll ensure you’re making the most of technology to maximise the flexibility, efficiency and full compliance of your bookkeeping.

Whatever the size of your workforce, even if it is just you by yourself, payroll requires continual and careful management with deadlines, documentation, and HR and pension procedures to keep an eye on. Our expert team can take the strain for you, solving payroll snags as they arise, planning, preparing and filing payroll with HMRC, advising on taxable benefits-in-kind, ensuring pension compliance, preparing P11Ds and conducting PAYE audits. We also offer a tax investigations service providing protection for income, corporation and IR35 investigations or disputes.

There are many different tax rules, regulations and reliefs that it can be impossible to know what applies to you. Our tax department are all experts in their fields, with a thorough knowledge of the ever changing tax system to help ensure you are being as tax efficient as possible. Whether you need assistance with ad-hoc queries, preparing your tax returns, or claims for tax relief, we can help with all areas of both corporate and personal tax, whether it be affecting the entity or the owners themselves. We also offer a tax investigations service providing protection for income, corporation and IR35 investigations or disputes.

Our private individuals and trusts team

Pluck, Deborah BwPluck, Deborah HoverRead more
Deborah Pluck FCAPartner
Palmer, Lee BwPalmer, Lee HoverRead more
Lee Palmer FCA CTAPartner
Hill, Matthew BwHill, Matthew HoverRead more
Matthew Hill FCCA ATT CTATrusts and Estates Tax Manager
Smith, Helen Bw2Smith, Helen Hover2Read more
Helen Smith ATT CTATax Manager
Istock 1062562340 BwIstock 1062562340 HoverRead more
Charles Gurr ATT CTACorporation Tax Manager
Kilby, Andrew Bw2Kilby, Andrew Hover2Read more
Andrew KilbyDirector of Client Services
Jewell, Marilyn 2 BwJewell, Marilyn 2 HoverRead more
Marilyn JewellPayroll Associate
Hartshorn, Jasmine BwHartshorn, Jasmine HoverRead more
Jasmine Hartshorn ACIPPPayroll Associate
Birkett, Holly BwBirkett, Holly HoverRead more
Holly Birkett AATPayroll Associate
Deborah Pluck FCAPartner

Deborah is an extremely knowledgeable accountant, having joined Wenn Townsend in 1980 and become Partner in 1989. She particularly loves working with schools, colleges and university partnerships, and with families in the agricultural world or with landed estates, getting hands-on with the practical problems they face. Deborah recently set up and ran an estate management reporting system to control a development/farming/property letting/woodland/leisure business; while in another case she rationalised monthly systems for a university partnership including payroll, pensions, budget preparation and reporting to the Charity Commission. Outside of work Deborah enjoys skiing, walking and cottage gardening.

Lee Palmer FCA CTAPartner

An outstanding accountant, Lee came aboard with Wenn Townsend in 2004 and swiftly made Partner in 2005. His real enthusiasms lie in holistic tax planning for families and private individuals, corporate tax work in connection with business sales and purchases, and share and business valuations. In one such case he advised on a share buy-back within a corporate group to allow the withdrawal of the controlling persons from the group business operations, addressing issues caused by the group holding insufficient distributable reserves. Outside work Lee enjoys travelling Europe, listening to music (and attempting to play guitar), cinema and theatre-going, and is an avid reader.

Matthew Hill FCCA ATT CTATrusts and Estates Tax Manager

Matthew is our trusted, unflappable Trusts and Estates Tax Manager, ably assisting trustees, personal representatives, high-net-worth individuals and self-employed individuals with tax compliance and tax planning in the areas of trusts, deceased estates, capital taxation, personal taxation and business taxation. He also prepares accounts for trusts and deceased estates. He recently advised the personal representatives of a deceased estate on how they could reduce their rate of Inheritance Tax from 40% to 36% by arranging for the beneficiaries to sign a deed of variation - the Inheritance Tax liability was thus reduced by over £80,000. Outside of work Matthew enjoys cinema, sport (as a long-suffering supporter of Hull City AFC), art and music.

Helen Smith ATT CTATax Manager

Helen has been our expert Private Client Tax Manager since 2008, specialising in personal taxation, capital taxation, residence and domicile issues, some foreign tax issues, FATCA and offshore disclosures, and VAT matters inside and outside the UK. She recently advised an Italian client wanting to invest in UK property, advising where his tax liability would be and the ramifications of the Double Tax Convention. She has also helped clients who have been approached by HMRC about unreported foreign income. Outside of work Helen loves all things history, art, detective stories and travel.

Charles Gurr ATT CTACorporation Tax Manager

Charles Gurr has been our resident corporation tax expert since 2017, deeply knowledgeable in areas including corporation tax, capital allowance claims, R&D claims, Creative Industry Tax Reliefs, and company valuations. He recently helped with the valuation of an owner-managed company with a view to employee share ownership, and in another area assisted a charity client in making claims under both Theatre Tax Relief and Museums and Galleries Exhibitions Tax Relief schemes. When he isn’t in the office Charles enjoys reading, Lego, board games and films, and is a passionate OUFC season ticket holder.

Andrew KilbyDirector of Client Services

Andrew has been a highly trusted and dependable part of Wenn Townsend since 1988, managing over 160 client payrolls from 1 to 500 plus employees. He takes great pride in providing clients with everything from full bureau service to ad hoc advice on benefits-in-kind, year-end procedures and HMRC compliance visits. His specialist expertise covers final salary pension schemes and a variety of auto-enrolment schemes. He is vastly experienced in assisting clients with all staff pay issues including tax-efficient remuneration packages and termination payments, and he also enjoys looking after a varied portfolio of private tax clients. Andrew also acts as Trustee, Executor and Power of Attorney to a number of our clients. Outside of work Andrew can be found either in the Frewen Club where he is an active member and assistant Treasurer, or at his cottage in North Norfolk.

Marilyn JewellPayroll Associate

Marilyn has been a trusted member of our Payroll team since 2016, previously certified as a Practitioner in Payroll Management and experienced in running payroll for a huge variety of clients and sectors. She genuinely loves dealing with different pension schemes and understanding their varying regulations, and liaising with HMRC on payroll matters. Marilyn takes great pride in meeting strict deadlines, and enjoys getting to know clients and their individual needs. She excels when dealing with irregularities in payroll, including when dealing with the impact of Coronavirus and the rules and regulations regarding furlough for our clients. Outside of work, she enjoys spending time on travel, restaurants, theatre and jigsaws.

Jasmine Hartshorn ACIPPPayroll Associate

Jasmine became an invaluable member of our Payroll team in 2019. Having completed her CIPP Foundation Degree Year 2, she continues to provide support processing a whole variety of payrolls ranging from one-man bands to companies of over 500 employees. She is confident liaising with HMRC and many different pension schemes to ensure all information is updated and accurate, and gets great satisfaction from setting up PAYE schemes and implementing new payrolls on software such as Pegasus, Earnie, Star and Basic PAYE tools. More recently, Jasmine has played a significant role in helping clients with their Coronavirus Job Retention Scheme claims. When she is not working or studying, Jasmine enjoys reading, baking, and travelling, and is a dedicated Gloucester Rugby supporter.

Holly Birkett AATPayroll Associate

Holly joined our Oxford office in 2019 and is a much valued member of the team and has recently completed her Level 4 AAT qualification. She is proficient in processing all aspects of payroll including sick pay, statutory payments, and pensions using a variety of software, including Pegasus Opera, Xero, Sage, and HMRC Basic Tools. She ably completes CIS returns each month, and executes manual accounting jobs and basic tax returns. She excelled whilst gaining new experience processing furlough payments in line with the Coronavirus Job Retention Scheme. When she’s not working or studying Holly enjoys cooking and eating out, horse riding, and walking her dog in the countryside.

Testimonials

A local auditor with a wealth of accounts knowledge (including international financial reporting). They are always available to answer any questions and we have no hesitation in recommending them.

Tracy Toms, Finance Manager at Guylian (UK) Limited

Wenn Townsend have continually helped me with all aspects of managing my accounts and with the successful development of my business.

France Baudet, Managing Director at Cannelle Beaute

We now have the financial information we need to run the business more effectively. The Wenn Townsend team have also been prompt in processing payroll, submitting VAT returns and filing statutory accounts.

Jeff Hunter, Managing Director at Premier Tennis

Wenn Townsend has been our accountants since 1999 and played an integral role in helping us succeed. Since 1999 our workings have evolved with the firm taking on payroll and audit.

Stanley P. Rosenberg, Executive Director

If you are considering outsourcing your payroll I cannot recommend Andrew and his team and Wenn Townsend highly enough. With a rapidly expanding company no doubt we will reach the point that by volume we decide to outsource our payroll once again; in which case we would not hesitate to contact Andrew.

Lisa Cherry, HR Manager, Adestra