Private client tax

Our private clients often have complex asset holdings that require specialist tax advice. With escalating tax rates and the increasingly intricate landscape of tax reporting requirements, proficient and timely tax planning and advice are essential to ensure our private clients achieve their personal goals and ambitions.

We work with ambitious individuals, entrepreneurs, business owners, senior executives and high net-worth individuals to provide advice and guidance that fits with their busy lifestyles and facilitates the creation, preservation, and seamless transition of long-term value across generations.

Increased mobility among executives and high net-worth individuals can create an increasingly complex set of international tax issues. Working with our global partnership as one integrated team, we provide multi-jurisdictional tax advice and a seamless solution wherever and whenever needed.

Our approach to working with private clients

We strive to build strong, enduring relationships built on understanding and the belief that each client is unique.

At Forvis Mazars, we aim to solve two challenges:

• First, we help with tax planning: creating a long-term, personalised plan that can span generations. This can cover both expected and unexpected events in life and business.
• Second, we help with implementing the plan: assisting with filing in multiple jurisdictions and ensuring full compliance to minimise the risk of audit.

Business owners contemplating restructuring may encounter capital gains tax (CGT) and other tax liabilities. Forvis Mazars can assist in structuring such transactions in the most tax-efficient manner by leveraging tax reliefs to minimise CGT exposure for both individuals and businesses.

Our private client tax services include

• Personal tax compliance and global tax advice.
• Tax efficient structuring including advice on residence and domicile in multiple jurisdictions (through our international network).
• Estate planning and wealth succession vehicles.
• Tax compliance such as filing returns and timely advice on tax payments.
• Entertainment & film sector expertise.
• Separation and divorce.

Contact us

Get in touch today to discover how our private client tax services can ensure your wealth is more tax-efficient and help you plan for your future in a way that is bespoke to you.