Taking the first steps in deciding what should happen to your assets during your lifetime and after you're gone can be daunting. Complex rules and constant changes to tax legislation, including those made to Inheritance Tax, mean that planning is vital to ensure that you benefit from the available exemptions and reliefs.
Our multidisciplinary team works across tax, investments, protection, and property to plan your assets with maximum tax-efficiency. With proper planning, your family will benefit from the measures you take today. Structure your affairs now to help ensure your hard-earned wealth continues to work hard for your loved ones when you no longer can.
A review of your affairs can help us to establish your current tax exposure and provide advice on the best options available. This often involves reducing the value of your estate through gifting or structuring future growth, life insurance policies, or other estate and succession planning methods.
The options for Inheritance Tax (IHT) Planning can appear complex and daunting. However, our team will guide you through, ensuring your family is protected after you are gone.
Our award-winning Private Client team consists of financial planners, wealth managers and tax advisers and has had the privilege of advising clients for over 30 years. It has a wide range of experience and is truly dedicated to ensuring your affairs are dealt with as smoothly and efficiently as possible.
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.
Join us on 23 February, for our monthly 'The Economy & your Investments' webinar series with David Baker and George Lagarias.
“What if my tax affairs require jurisdiction-specific advice?”
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.
Having a portfolio of investments tailored to your needs is key to our wealth management planning.
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
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