“What if I could grow my wealth in a tax-efficient manner?”
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.
Mazars offers bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals.
Advising business owners and entrepreneurs on all personal tax matters from tax-efficient profit extraction and structuring to succession planning and sale.
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.
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
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.