High net worth individuals

As your personal circumstances change; so will your tax obligations. Tax information can be overwhelming and record keeping can be time consuming for the individual.

At Forvis Mazars, we treat each individual with the same importance as a large company. We will do more than file and review your tax return. We provide a bespoke service to your needs, counselling through life’s challenges and looking at the complete picture when it comes to your financial planning. That’s why we have long-lasting relationships with tens of thousands of private clients. We can also take on the responsibility of planning your entire estate.

Forvis Mazars can:

  • Help you get the best from tax relief, allowances and tax efficient structures,
  • Help you maximise the benefits of your tax status,
  • Advise you on how to structure your business interests to maintain capital,
  • Assess the tax implications of family events,
  • Prepare your personal tax returns,
  • Help you deal with HM Revenue and Customs.