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Tax Planning Services

50+ 5-star reviews from clients
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What’s Included In Ward Goodman’s Payroll Services

Our expert tax accountants will guide you through commercial and tax implications to ensure the process is efficient and effective.

How Our Tax Planning Service Can Help You Prepare

At Ward Goodman, our tax planning services offer numerous advantages beyond mere tax advice. Here are the key benefits that showcase how our services can impact your business:

Identifying Tax Efficiencies

Tax advice in advance can help in an array scenarios.

Stamp Duty Land Tax

When buying residential or commercial property, or advising clients who are making property transactions we can provide essential information on Stamp Duty Land tax.

Inheritance Tax (IHT) & Trusts

Depending on the size of your estate, and the terms of your will, we can provide custom recommendations.

Capital Gains Tax

Effective tax planning steps need to be considered before you sell any valuable assets.

Hear What Our Clients Have To Say

Ward Goodman consistently delivers exceptional service, exceeding the expectations of our valued tax planning service clients.

5.0/5

Davina does a great job and has done for the many years that she has worked on our account

Gavin at Codified Legal
5.0/5
A good accountant should be a long term relationship for client and business, and I look forward to many more years working with Ward Goodman.
Private Client – Testimonial
5.0/5
@wardgoodmanltd Thank you @rodd_ian was dreading the business consultation but you made it painless and fun – got my brain switched on!
Health Products Retailer
5.0/5
“Many thanks for sorting out the accounts and the best options for my business. I have been really impressed with the personal service your company has offered, and the way you have personally dealt with my accounts and concerns.”
Private Client Testimonials
5.0/5
Many thanks for getting our P11D’s done despite my best efforts to leave you with no time !!
Local Manufacturing Company
5.0/5
The Ward Goodman tax team are always most helpful and proactive. They have provided invaluable support to me in specialist areas of the tax legislation.
Private Client Testimonial
5.0/5
Many thanks for all your help and advice and for looking after us in the excellent way that you do without which we would be at a complete loss.
Bournemouth Client

Frequently Asked Quetions

Common questions about Ward Goodman’s tax planning service.

Certified accountants, tax solicitors, and enrolled agents are qualified professionals offering tailored tax advice. Financial advisors with tax expertise can provide integrated solutions. Trusted online resources like official government websites and reputable financial platforms also offer valuable guidance. Choose a professional with relevant qualifications and experience for accurate, personalized advice on your tax situation, whether individual or business.

You can contact HM Revenue and Customs (HMRC) for tax advice. However, it’s important to note that while HMRC can provide general guidance and information, they cannot offer personalized advice tailored to your specific circumstances. For complex tax matters or situations requiring individualized advice, it’s advisable to consult with a qualified tax professional.

The Process

A hassle free onboarding process

Initial referral or inquiry

Whether you’ve been referred or inquired yourself, our team will reach out to you in a timely manner

Free consultation

We offer a no-cost, no-obligation meeting at one of our offices, or over the phone

Quote and setup

We’ll provide you with a tailored quote and when you’re ready, our tax advisors will begin services

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Why Choose Ward Goodman

Client satisfaction is paramount to us. We have a broad range of clients, and we endeavour to offer them the best tax planning service possible through continuous improvement and focus on doing things right the first time.

Experienced Advisors & Accountants

Our Dorset-based team can advise and support any size of business locally or nationwide.

Bespoke Tax Planning Service Packages

Flexible, bespoke service covering all aspects of tax planning.

Access to a Full Team of Finance Experts

From our Pension Advisors to independent Financial Planners.

Our Awards and Accreditations

Ward Goodman’s excellence in accounting and tax advice is validated by notable awards and accreditations within the UK financial industry.

Xero Certified

We are accredited by the Association of Chartered Certified Accountants (ACCA)
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AAT Qualified

Ward Goodman was honoured with the prestigious Accounting Excellence Award,

Xero Certified

We are accredited by the Association of Chartered Certified Accountants (ACCA)

ICAEW Membership

Ward Goodman proudly holds membership with the Institute of Chartered Accountants

Partnerships

As a distinguished Partner, we utilise cutting-edge technology
xero
Join Ward Goodman and experience the benefits of our pioneering approach in financial planning, wealth management, accounting, and tax advisory.

Experienced Payroll Team

Ward Goodman’s dedication to excellence is embodied through our team of helpful experts:

Divina

Davina Seymour

Bookkeeper

Torie Freestone

Torie Freestone

Trainee Client Services Manager

Anthony Boni

Anthony Boni

Trainee Client Services Manager

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