Services For Individuals

Self Assessment

Self assessment is nobody’s favourite time of year, but did you know that an accountant could gather your information and submit your annual tax return for you? Enquire about our self assessment service today.

Tax Planning

Efficient tax planning can reduce your tax exposure, and is especially important if your personal tax picture is complex. Our experienced team of accountants can help create a personally tailored plan. Book a free consultation now.


Obtaining and dealing with probate can be a difficult time for you and your family. The team at Warr & Co can help make this process a little easier thanks to our considerable experience. Initial consultations are free, so find out what we can offer you.

Estate Planning

Inheritance tax at 40% has a severe effect on most families, so proper estate planning as early as possible is necessary to ensure that what you’ve worked hard to save is passed on to your loved ones. Our estate planning accountants are here to help.

Trusts & Executorships

Trusts and executorships can be a very helpful tools in tax planning and estate planning, but they are not without their complexities. Our team will help identify which trust or executorship type will work best for your specific situation.

Capital Gains & Inheritance Tax

Balancing the available reliefs and taxes is best advised by an expert. The experience and advice of our accountants can help you manage your money more efficiently regarding this often complex area of personal tax.

Our Latest Blogs For Individuals

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Family Services

Capital Gains Tax In A Nutshell

Capital Gains Tax is due to change in April 2020, with draft legislation already released…
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Contractors & Freelancers

Tax Legislation and NHS Waiting Times

A&E hospital waiting times have hit their highest levels since targets were set back in…
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Family Services

A Guide To Trusts

Trusts can be an important part of your tax planning toolkit. In this blog, we…
Family Services

Probate: A Step-By-Step Guide

Probate and administration of estates can be a daunting task, with those responsible having a…

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Warr & Co – Accounting Services For Individuals

At Warr & Co our services are not only for businesses – we work with many clients who are looking for help managing their tax and finances outside of the workplace. Our tagline is ‘professionals providing personalised, timely and effective solutions’, and that’s exactly what you’ll get from our team when you appoint us to help with your individual requirements.

Accountants for Personal Tax, Finance and More…

There are many situations in life with which a fully qualified personal accountant can assist. Our team of experts can help with: Self Assessment, Personal Tax Returns (simple or complex), Income Tax, Capital Gains Tax (CGT), Inheritance Tax (IHT), Sole Trader and Partnership Account Preparations, Forensic Accounting, and more.

The complex nature of accounting for individuals means that it’s a great idea to have the help of an experienced accountant on your side, especially when legislation changes so frequently. With Warr & Co you will speak directly with one of our fully qualified senior company directors. Face-to-face meetings and regular updates via phone and email as necessary are all part of our personal service.

We are proactive, forward thinking and develop a close working relationship with all of our clients – that includes anyone looking for accounting services for individuals. We understand that your personal finances are of paramount importance to you.

As accountants for personal tax and finance, our team deal with many families and many situations, and we understand that sometimes the accounting services we provide can come at a difficult time. That’s why our aim is to make the process as simple as possible for you and others involved. We are a friendly team, and we will put the legalities and legislation into plain English so that you are empowered to make your own decisions and take control of your financial situation.

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