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.

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,
  • Ensure tax refunds due on dividend income earned from local 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 Inland Revenue and Customs.

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