Personal taxation has never been so complex. With changes to legislation, increased scrutiny from HMRC and continuously evolving family circumstances (marriage, divorce, school and university fees, retirement and long-term care), staying on top of your tax and financial affairs is more important than ever.
We offer bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals.
Our award-winning Private Client team is made up of Certified Financial Planning, Investment Managers and Personal Tax experts.
We work with high net-worth individuals, entrepreneurs, business owners and senior executives to provide advice and guidance that fits with your busy lifestyle and helps you achieve your aspirations.
We understand each client is unique – so we manage your wealth, provide you with relevant tax advice and help you plan for your future in a way that is bespoke to you.
This year, we have been named STEP's Accountancy Team of the Year at the 2022 Private Client Awards and were included in both the top firms in this year's eprivateclient rankings and the FT Adviser's Top 100 list for 2022.
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For more information on our private client services, or to speak to an adviser, please contact us today.
 | Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us: In writing: The Compliance Officer, Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk |
As we approach the end of what has been an eventful 2022/23 tax year, we take a look back at the changes introduced by Jeremy Hunt in his Autumn Statement and provide some hints and tips on how you can grow and protect your wealth ahead of the 5 April and new 2023/24 tax year.
Inheritance Tax (IHT) planning isn’t something that can be looked at once and ticked off the list. As the value of your assets change, so must your plans.
Gifting can be a great way of passing on wealth to your loved ones as well as reducing the value of your estate for Inheritance Tax (IHT) purposes and general estate planning.
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