Private Client Tax

“What if I could make my wealth more tax-efficient?”

Mazars offers bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals.

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.

Our approach

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.

Our services

  • Tax-efficient structuring including advice on residency and domicile
  • Estate planning and wealth succession
  • Dispute resolution
  • Lifetime cash flow analysis
  • Advice on the tax and financial impact of transactions and significant lifetime events (such as retirement)
  • Tax assurance including filing tax returns and advice on making considered disclosure to HMRC.

Get in touch

For more information on our private client services, or to speak to an adviser, please contact us today.

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
By Phone: 0121 232 9500
By E-mail: mfp.compliance@mazars.co.uk

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