Zoe Davies Partner - Private Client

Zoe Davies

Zoe is a Private Client Partner based in London with over 20 years of experience advising on personal and business tax planning, compliance, and strategic matters.

Experience

Zoe joined the firm in 2012 and has acted for a notable client base including businesses and individuals in the public eye, royalty and noted academics. Zoe primarily works with entrepreneurs, business owners, professional partners, property investors, high-net-worth individuals and ultra-high-net-worth individuals.

Her advice often includes business succession, structuring, business sale and exit planning as well as tax-efficient profit extraction but is fundamentally bespoke to each individual and business considering wider (often complex) needs.

Work Highlights

Zoe leads the UK Private Client Tax Advisory team as well as our specialist Succession Planning and Business Exit team based in London, consisting of Deal Advisory, Corporate Tax, Personal Tax and Financial Planning advisers who support all aspects of business sale, and management of wealth post-sale. 

Accreditations/ Memberships of professional bodies

  • Fellow Chartered Certified Accountant (FCCA)
  • Chartered Tax Adviser (CTA)

Areas of expertise 

What our clients say

"Since my introduction to Zoe and her Team at Mazars around six years ago they have completed numerous complex tax guidance projects for our group of companies. Without exception, they have not only provided sound structured advise but also sensible guidance and consideration of the wider picture. Their approach and professionalism are first-class and throughout the process make you feel like you have the experts firmly on your team. I would recommend Mazars, not only for the leverage their advice carries but also the sense of security and support they impart throughout the experience. Zoe is without a doubt my favourite Tax expert!"

Existing client

"Zoe Davies and her team have helped me prepare my yearly Tax return over the last 10+ years.  In addition, they have been instrumental in providing advices of UK tax implications for investments I made in the UK, considering my status of resident non-domiciled in the UK and situation of business owner.  They are clearly experts in this field. The service was always provided with great professionalism and in a timely manner.  I particularly appreciated the attention to details and the fact that they know clearly my file and situation.  Thanks also to them for explaining in simple terms complex Tax concepts I am not always familiar with."

Existing client

"As the operations manager of two international artists we often have to set up and monitor complex arrangements that cannot conflict with each other in both the legal and tax arenas in many jurisdictions. Zoe and Julia handle these with ease and I feel very comfortable in their timely responses as both accurate and pragmatic."

Existing client

"I have been a client of Zoe and her Team for the last twelve years and of Mazars for a further 12 years before that. The service I receive from Zoe and her team is terrific - and has been throughout the relationship. My financial affairs are not entirely straightforward, largely because I established, and have been funding for the past 17 years, an important research group at the London School of Economics (“The Paul Woolley Centre for the Study of Capital Market Dysfunctionality”), plus other donations. Zoe’s advice has been critical as she has helped me navigate the extended period when ultra-low interest rates meant I had to juggle the phasing of the annual donations to achieve tax efficiency. Zoe and her team deal effectively and promptly with my affairs and any queries. No less important is that it is always a great pleasure to deal with Zoe."

Existing client

"Mazars, through Zoe have helped us navigate two very complex transactions in the last couple of years and the service provided has been excellent in both cases. By delivering expert advice in a clear and simple way, always listening and explaining in simple terms and with a smile too, they have made Mazars our only considered advisors. The really good thing about Zoe is the calmness and clarity of explanation, and that is what we actually need."

Existing client

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