Insights
Welcome to Wilson Partners insights. Information is key to helping you run your business efficiently and profitably and you can never have enough of it. So, here is where we bring you business news, legislation updates, tips on business ownership alongside a series of interviews with some truly inspirational leaders and entrepreneurs.
July 2024 – Tax News
Well, it’s almost here, and by Friday this week we'll know who's in charge of the country. If you believe the polls, then Labour are set for a…
Property Newsletter – July 2024
Welcome to our monthly newsletter for property landlords. We hope you find this informative and please contact us to discuss any matters further. In…
Tom and Paul announced in Accountancy Age 35 under 35
The Accountancy Age 35 under 35, in partnership with AJ Chambers, seeks to highlight the rising stars of the accountancy profession, featuring those…
Blog
Helpful insights into the day to day running of your business as well as life beyond work
Eight centuries wasted waiting for HMRC to pick up the phone
Can you imagine waiting for 800 years for an appointment? How about 30,000 days or 7 million hours? That’s how long, collectively, taxpayers reported…
Meet the team in 90 seconds – Tyron Reinecke
Introduce yourself I am a Senior Manager within the Corporate Finance Team as well as the South Africa Office Lead. Describe your role at Wilson…
Meet the team in 90 seconds – Stefan Botha
Introduce yourself I am a Corporate Finance Manager within the Corporate Finance Team at Wilson Partners. I joined the well-versed and dynamic team…
Thinking Business
Our interview series where we get inspired by entrepreneurs and business leaders alike
Succeeding as an entrepreneur, interview with Simon Phelan, Founder & CEO of Hometree
Simon Phelan studied Engineering and Mathematics at Trinity College Dublin, before moving to London to work as a management consultant. From a family of entrepreneurs, his underlying ambition was to start his own business, although he developed an…
Events
Here’s where we’ll keep you up to speed with any upcoming events that we’re involved with
Are you ready for exit? Exit planning seminar.
The earlier you begin planning for exiting your business the better. Wilson Partners has partnered with Herrington Carmichael to bring you a seminar…
Inheritance Tax Planning: the essentials
Join Wilson Partners Tax Director, Sarah Clarke and guest speakers Charlotte Drury-Woods, Head of Private Wealth and Inheritance at Herrington…
Sign up to hear about future events
We like to host in person and on-screen events to share our knowledge and our network with out clients and friends. If you'd like to hear about our…
Case studies
We’re proud of what we do in partnership with our clients, helping them to make better business decisions and achieve their goals. So here are some of the projects we’ve worked on with them.
Case study: Hedge Fund start-up
The Background A new hedge fund start-up approached us for assistance in preparing the financial projections required for submission to the FCA in support of their registration application. They also then required our ongoing support in relation to quarterly FCA compliance reports and RegData submissions. The Problem The initial challenge for this…
Case study: Archipelago Technology Group
The Background In the initial start-up phase, the client, Archipelago, approached us for accounting services and support in tracking costs by project to help them submit grant claims for Innovate UK and annual R&D Tax Credit claims. The client had created a novel technology, now called Powerdrop, to dispense precise, micro-litre quantities of…
R&D Case study: TriOpsis Limited
The Background TriOpsis provides workforce management, scheduling and asset management systems for utilities and their contractors. This industry has seen a huge growth in supply, diversity and regulation over recent years and the processes with which the industry operates have become more complex. The technology platform offered by TriOpsis…
Downloads
From R&D tax reliefs, tax legislation guides, to our latest Thames Valley business survey, you can access it all here.
Download our free eBook – The 7 pillars of business success
Read our free guide what you need to focus on to help you make better decisions and achieve your goals quicker.
Download our free guide to selling a business
Whether you’re at the start of your business journey or thinking about your exit our free guide gives you the inside track on how to manage the process.
Download our free guide to R&D Tax Reliefs
Big tax benefits today for the innovators of tomorrow.
Need some advice? Click here to fill in our enquiry form
Katie Hathaway
Bobby Battu
Sarah Clarke-Rae
Jenny Evans
Bhavika Nesbitt
David O’Farrell
Jack Brand
Amie Ellison
Danny Bignell
Yanelisa Mbaba
Aaron Sandhu
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Anthony Francis, Pelican Capital
We believe that businesses have responsibilities way beyond shareholders and employees, that’s why we are part of the B1G1 movement.