Services for individuals

Retirement planning: We take pride in helping our individual clients to reach their financial goals.
Self assessment: We aim to spare you all these headaches and free up your valuable time by offering a comprehensive individual self assessment service.
Tax investigation fees service: Our new Premier Protection Scheme covers any enquiry or dispute with the tax authorities starting from the moment we become involved in your case, and there are no excesses to pay.
Tax services for property landlords: We can help you with a whole range of tax related services, specifically for landlords, investors and developers.
Wealth management: At Sheards Wealth Management our goal is to deliver a high level service to our clients.
Personal tax planning: Whether you need assistance with your self assessment tax returns or advice on inheritance tax planning, we can help you.

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