We will work with you to agree how best to structure your asset base, tax and income position, both now and throughout the rest of your life, and present a plan of action designed to ensure your financial position is aligned with your personal objectives. We want to help you create a strategy and methodology that will be revisited as your aspirations and circumstances change.
Our aim is to guide you to the point where you and your family are able to enjoy life, happy in the knowledge that you have structured your tax and financial affairs in a sensible and purposeful manner.
Whether lifestyle is your driving consideration or you see yourself as a custodian for future generations, we will work with you to devise an agenda that enables you to fund your lifestyle goals.
The Private Client team at Mazars frames the questions to help you discover what your financial plans are, what’s important to you, what you hope to achieve and the lifestyle you want.
You will also have access to award winning tax, financial planning and wealth management professionals to build enduring, personal relationships with.
Being an integrated accountancy partnership with global reach gives Mazars a competitive edge in a crowded marketplace. We are able to provide you with innovative and tailored financial solutions, whatever your situation or requirements.
We also know that your needs will change over time, so our services will evolve with your circumstances. Mazars will make sure that your wealth works for you in the most effective way possible in the long term. We treat every client’s challenges as our own and form long-lasting client relationships.
With a multi-disciplinary team of experts in tax through to financial planning, we will provide an integrated service, all the while making sure that you are compliant and tax efficient.
Our services include:
Personal Tax. We can help you make the best of your tax relief and allowances, structure your business interests to maintain your capital or simply prepare your personal tax returns.
Financial Planning. Our Chartered Financial Planning team provide independent fee-based advice on all aspects of your financial affairs.
Wealth Management. We provide tailored investment management services to suit all appetites for investment risk.