Do you need help with the planning and management of your personal finances?

We work closely with our clients in Swansea, we understand that their business and private lives are closely interlinked. Therefore, at WBV we offer a range of services designed to deliver personal financial and tax efficiency, both now and in the future.

personal tax

Some of the ways we can help you with property tax

  • Reduction strategies for rental income
  • What is a repair and tax deductible and what is capital and not

  • Trading income versus Capital Gain considerations and advice

  • Capital Gains rollover and holdover considerations

  • Stamp duty planning

  • Efficient mortgage structures

  • VAT considerations of property deals

  • Making the most of the Principal Private Residence election

  • Tax issues on the sale of part of your residence

  • Second homes


“WBV are so easy to contact, there is always someone there I can speak to and rely on to help me quickly.”

Patricia Edmunds • Hanford’s Chemist

“We find WBV to be very responsive, approachable, thorough and a good sounding board. They offer a different and valuable perspective on business issues.”

Peter Morgan • Hutchinson Thomas

“I can’t stress how helpful WBV are, they make running the business side of the practice so much easier and simpler – they just sort everything out for us.”

Sharon Roderick • St Teilo’s Dental Practice

“They are very attuned to needs of medical practices and are very knowledgeable of the underlying circumstances around running general practices.”

Kath Morgan • Fforestfach Medical Group

“A few years ago I sold another company to a plc and WBV’s knowledge and experience were invaluable. They were with us from start to finish and helped successfully close the deal, which was worth £1.45million.”

Kevin Lewis • Craftsman Flooring

“If you have a problem they are there sorting it out the same day. They are not remote or in an ivory tower, there is always someone there to speak to and able to help.”

Martyn Davies • Siesta Home Improvements

“We consider WBV to be an extension of our team and have a real sense of security, knowing there is always quality advice on hand as our business continues to grow.”

Andrew Rees • Allison Jayne Bridalwear