Individuals

Build your wealth and protect your legacy

What do you want to do with your wealth?

Too many individuals underestimate what they are capable of doing with their finances and so do not get the support that they need.

From tax planning to understanding trusts, there is a wide spectrum of considerations that impact your ability to manage your money and handle your tax bill.

Our team are able to support you in getting established with the goals and measures you need to achieve your ambitions.

If you want to get better control over your individual finances and tax obligations, speak to our team today.

How do individuals benefit from accounting and tax support?

Economic challenges are affecting a wider range of people as inflation pushes people over frozen thresholds through fiscal drag.

This means that while someone may have previously had a simple approach to their obligations, new rules may apply that require greater consideration.

Those individuals who are more experienced with managing wealth will find previous strategies no longer have the same functionality or efficiency as regulations and requirements change.

Only by taking a proactive approach to individual financial needs with an expert professional can you hope to make the most of your income and handle your tax compliance.

What accounting and tax support do I need as an individual

You might be looking to build wealth, protect your financial legacy or just get a better sense of your tax bill.

Our team are ready to support your individual goals and provide advice tailored to your situation.

We can support you with:

  • Income Tax
  • Self Assessment tax returns
  • Making Tax Digital (MTD)
  • Inheritance Tax
  • Probate
  • Estate planning restructuring

Making the most of your audit report once issued allows you to be confident that the same problems will not come back, year after year.

Each audit report gives you a chance to take your operation in a stronger direction and the more detailed and honest report you have, the better this process will be.

See how SGD supports individuals

We see the people we work with as the individuals that they are.

This means we take the time to get to know you and you have the opportunity to get to know us.

Through this working relationship, you can be confident that we are working with you to strengthen your financial position.

Our proactive team will reach out to you when we see something that may be of benefit to you and we are continually considering ways to support our clients.

We love working with numbers and we are sure you will appreciate having expert oversight of your finances and taxes.

Get in touch if the time has come to be more confident with your finances.

Meet the Experts

Paul Spencer

Owner/Director

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Matt Stambach

Private Client Tax Director

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Martin Chapman

Tax Director

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Debra Knighton

Director

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Richard Tubey

Partner

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Khalil Hussain

Associate Director

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Gareth Jackett

Personal Tax Manager

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Sally Allen

Personal Tax Manager

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Testimonials

We have been with SGD for just over 10 years professionally and over 30 years as a family. These stats alone should speak volumes. We continue to experience a level of service and professionalism usually only associated with far larger Firms. With SGD, customers retain their name and do not merely become an account number that gets lost between the cracks – as happens with so many other Accountancy Firms. SGD retains talent which gives total peace of mind as a customer; SGD has expertise in everything you need. We would highly recommend them.

Paul Humphreys

We have worked with Spencer Gardner Dickins for many years, and our experience has been consistently excellent. The team is highly professional, reliable and responsive, while always maintaining a genuinely personal and appreciative approach. Their advice is pragmatic, well considered and delivered with a clear understanding of our business.

We greatly value the long-standing relationship and would have no hesitation in recommending Spencer Gardner Dickins.

Cornelius

SGD have been fantastic at advising our business through a phase of rapid growth. Demsey, Charles, Becky and the rest of the team have been supportive, responsive and diligent. We would not hesitate to recommend.

Kieran Shipley

I’ve been using Spencer Gardner Dickins for the past 13 years and have always been extremely pleased with the service they’ve provided. The team is professional, knowledgeable, and highly responsive, giving me complete confidence that my accounts and tax affairs are in safe hands. They have continually delivered an excellent level of service and have built a relationship based on trust and reliability.

Elizabeth Nixon

My organisation has been connected with SGD for well over a decade. Their service has always been of the highest quality and professionalism. I thoroughly recommend their services to any other businesses looking for an accountancy firm to act for them. Thank you!

Brian Trott

Would highly recommend, the advice and support navigating complex systems has made this process much easier. Thank you to Ryan for your quick responses and patience.

Harmony

SGD have really helped with consolidating my finances, highly recommend to anyone self employed looking to offload that added stress that comes with it.

Sean Paton

Been a client of theirs for a few years now and the service has always been great. Would definitely recommend.

Joe Johnson

I have been a client of Spencer Gardner Dickins for nearly 20 years, and they have consistently delivered a first-class service. Their team is professional, highly reliable, and always proactive. If you are looking for accountants you can trust for the long term, I cannot recommend them highly

commnetuk Limited

Very customer-focused, and prioritise rapport and relationship over anything.

Martin Cadwallader

SGD have looked after our family and our various businesses for years. I don’t know what we would do without their professionalism or their kindness

Kate Bates

Very prompt and extremely helpful in all dealings

Barbara Creighton-Thomas

Speak to our team to discover a new way of handling your finances.