It can be difficult to structure your affairs tax-efficiently whilst complying with reporting obligations in multiple jurisdictions, and failure to do so can result in unwanted penalties. Whether your work, lifestyle or other commitments require you to plan your visits to the UK in advance, or you require tax-efficiency across complex tax structures, our tax and investment specialists offer location-specific advice on a global scale.
For individuals with interests in more than one jurisdiction, the different international obligations, regulations and procedures can be daunting. Tax-efficient investments or vehicles such as trusts are often not recognised in other countries. Similarly, while it might be advisable to structure your affairs in a certain way for UK tax purposes, this could cause unforeseen problems in other countries.
As a fully integrated international partnership, we work holistically as a global team to advise individuals with multijurisdictional issues, ensuring that their affairs are both structured correctly and are compliant, wherever they are based.
Our services
We utilise our Private Client knowledge across 90 countries worldwide to carefully consider the best way to protect your wealth and comply with local regulations. We work against the backdrop of our international partnership which means you can feel assured that the advice given is indicative of a global mindset. We are the first firm to be dual-accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).
If you would like to know more about our wealth management services, please get in touch 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, 45 Church Street, Birmingham, B3 2RT 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 |
Our latest private client newsletter focuses on the potential impacts of the EU exit on individuals. From the implications on immigration, international private wealth, Capital Gains Tax (CGT) or what it could like ahead for the economy, this issue discusses the changes ahead.
With the UK set to leave the EU on 31 December 2020, there is still significant uncertainty about how the UK’s relationship with the EU will look going forward.
Join us on 23 February, for our monthly 'The Economy & your Investments' webinar series with David Baker and George Lagarias.
“What if I want to leave a lasting legacy for my loved ones?”
Having a portfolio of investments tailored to your needs is key to our wealth management planning.
We all live increasingly busy lives, so finding time to plan and manage our future finances actively can be challenging.
“What if I need tax advice for my property?”
Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, we believe your future is more than just finances; it's about the life you want to lead.
To ensure you are in the best possible position to enjoy your retirement, it's essential to plan now.
Whatever your stage of life, career path or goal, our aim is simple – to help you turn your what ifs into hows.
Thank you for your enquiry.
Bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals
This website uses cookies.
Some of these cookies are necessary, while others help us analyse our traffic, serve advertising and deliver customised experiences for you.
For more information on the cookies we use, please refer to our Privacy Policy.
This website cannot function properly without these cookies.
Analytical cookies help us enhance our website by collecting information on its usage.
We use marketing cookies to increase the relevancy of our advertising campaigns.