The ability to look beyond the numbers to the heart of an issue is what sets a good private wealth adviser apart.
Whether you are a successful business owner or someone who has inherited your wealth, having an adviser beside you who has seen the issues before is important.
We have great experience in advising some of the UK’s wealthiest individuals. We help them to protect, maintain and enhance their private wealth in the most commercial, tax efficient and cost-effective manner possible.
Private wealth accountants
Our Private Wealth Group, led by Lizzie Murray, is recognised for its expertise in advising wealthy individuals. In 2024 we were named Top Private Client Accountancy Firm (Boutique) at the 2024 eprivateclient Excellence Awards.
Our services
Our clients use us for a wide variety of services, including:
Recent tax changes have meant that many clients will have less in their pension pots than their parents did. Maximising the reliefs available to them and building up sustainable income for retirement years has therefore become a major issue for consideration. We work with financial planners and investment managers to ensure tax efficiency across assets so that income is enhanced in your later years.
Many of our clients also have business interests and family assets overseas. By working with our international network, we can help you ensure that not only is income repatriated efficiently, but also that assets are passed on to whom you wish.
Please contact our expert team to discuss a specific issue or to find out more about the services we offer to private wealth clients.
