About Us

˚ABOUT OUR WORK

Optimum likes to think that it is able to provide companies and individuals with tax planning solutions that are normally only available to clients of the large accountancy firms, whilst charging only a fraction of the fees. Why should tax planning be the exclusive right of the super rich?

Optimum is known for the clarity of its advice, with clients fully understanding the ideas being presented to them. Clients range from tradesmen to Hedge Fund Managers, giving the firm a depth of expertise in many trading areas. Martin is very proud of the fact that the vast majority of clients have remained clients since their initial contact with the firm. The testimonials give a flavour of our clients’ satisfaction levels.

Optimum is passionate about tax planning and we hope you agree once you enjoy the experience!

Martin Westall

Martin Westall is Optimum’s Managing Director and founder & has spent over 20 years advising on UK taxation. He is a member of the Chartered Institute of Taxation and has previously worked for medium sized firms of Chartered Accountants obtaining a broad knowledge of tax. Martin now concentrates on providing tax advice to the owner-managed business sector and high net worth individuals. His strength is in helping individuals keep more of the income and wealth they generate, rather than losing it, unnecessarily, through taxation.

Emily Main

Emily is Optimum’s Tax Assistant and Office Manager. She mainly helps our clients with Self-Assessment Tax Returns as well as office administration.

Natalie Lee

Natalie is Optimum’s Accounts Assistant. She mainly helps our clients with accounting and administration. She recently completed the International Open Academy’s Accounting and Bookkeeping course with Distinction and is in her second year of her Level 7 ACA and CTA Apprenticeship. Outside of work she is a keen rugby supporter and enjoys exploring the wonderful surrounds of the nearby New Forest.”

01–

TAX ADVICE

At Optimum Tax Solutions we advise you on how much income tax you should be paying, what of your income is taxable as well as claiming tax refunds when you’ve overpaid in the past.

02–

MORE THAN JUST ADVISERS

We aim to “feel more like a business partner” than simply your tax adviser. We find solutions helping you to build your future with financial security.

03–

PRO-ACTIVE

We are proactive, not reactive, when it comes to your finances. We’re passionate to help you gain control of your finances, money and tax to help you build the future you want.