Private Client Tax

“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.

We offer bespoke advice for individuals, entrepreneurs, business owners and high net-worth individuals.

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Our services

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 award-winning team

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.

Get in touch

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

Contact us today

CII Award - FP

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:

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