Personal tax advisory services

LP

Personal tax

Our award-winning personal tax advisers provide tailored tax advice to help individuals, families, business owners and trustees manage tax efficiently and plan for the future.

Speak to a personal tax adviser

  • Award-winning personal tax advisers
  • UK and international tax expertise
  • Personalised tax planning strategies
  • Support for complex tax affairs

Personal tax advice tailored to your needs

Whether you're looking for income tax advice, tax planning support or guidance on protecting family wealth, our personal tax advisers can help you:

  • 1

    Manage your personal tax affairs

    Receive tailored personal tax advice covering income tax, tax returns, capital gains and changing tax legislation.
  • 2

    Plan tax-efficiently

    Develop effective tax planning strategies designed to support your personal, family and business objectives.
  • 3

    Protect your wealth

    Structure your affairs efficiently and prepare for future events such as business exits, succession planning and wealth transfer.

Why choose our personal tax advisers?

Personalised advice

Recommendations tailored to your personal, family and financial circumstances.

Specialist tax expertise

Expert advice covering personal taxation, tax planning, trusts, estates and capital gains tax.

International capabilities

Access specialist tax advisers across our global network when your affairs span multiple jurisdictions.

Proactive planning

Helping identify opportunities and risks before they impact your financial position.

Speak to a personal tax adviser
International tax adviser providing specialist tax advice for individuals with cross-border income, overseas assets and UK tax considerations.
International tax advisers discussing cross-border tax planning, overseas income and UK tax considerations for individuals.

Specialist personal tax advice

Managing personal tax affairs can be challenging when income, investments, family wealth and business interests become more complex.

Our personal tax advisers support individuals, families, entrepreneurs, trustees and senior executives with tailored advice covering income tax, capital gains tax, inheritance tax and wider wealth planning considerations.

With access to specialists across our international network, we help clients navigate complex tax issues while identifying planning opportunities that support long-term financial goals.

Meet our personal tax advisers

A leading international tax advice firm

We were proud to be ranked second in the FT Adviser Top 100 list 2025, marking our eighth consecutive year in the Top 10. This achievement reflected our continued focus on delivering independent, financial‑planning led support and long‑term private wealth management for our clients.

Our commitment to excellence has also been recognised through a number of industry awards, including the Money Marketing Award for Best Investment Advice Firm and the Citywire New Model Adviser National Award, which we have received for five consecutive years. In addition, we are highly rated by clients, with a score of 4.8 out of 5 on the trusted review platform VouchedFor.
Speak to our specialists
FT Adviser Top 100 Financial Advisers 2025 recognition for Forvis Mazars Financial Planning, supporting individuals seeking international tax advice and cross-border wealth planning.

Personal tax advisory services FAQs

What is personal tax and who needs to pay it?

Personal tax refers to the tax an individual must pay on their income, investments and assets. It applies to employees, self-employed individuals, landlords and investors, depending on their earnings and tax obligations.

How do I check my tax code and what does it mean?

Your tax code determines the amount of tax deducted from your income. You can check it on your payslip or HMRC’s online portal. If incorrect, you may need to contact HMRC.

What income is taxable in the UK?

Taxable income in the UK includes salary, rental income, dividends, pensions and savings interest. Some annual allowances and reliefs may reduce your taxable amount.

What annual allowances and reliefs are available in the UK?

The UK provides several allowances and reliefs annually, including Personal Allowance, Marriage Allowance, Dividend Allowance, Capital Gains Tax (CGT) Allowance and an IHT Nil Rate Band.

Who needs to file a self-assessment tax return?

Self-assessments apply to self-employed individuals, landlords, company directors and those with untaxed income. If unsure, HMRC provides guidance on who needs to file.

When is the deadline for submitting a tax return?

The deadline for online tax returns is 31 January following the end of the tax year. Paper returns must be submitted by 31 October.

What happens if I miss the tax return deadline?

Late submissions result in penalties, starting at £100 and increasing over time. Interest is also charged on unpaid tax.

How does Inheritance Tax (IHT) work?

IHT is charged at 40% on estates exceeding any available nil rate band current set at £325,000. Certain exemptions, such as passing assets to a spouse or using trusts, can reduce liability.

Read our Inheritance Tax FAQs

How can I avoid double taxation on my international income?

Double taxation occurs when income is taxed in more than one country. Relief can be obtained through double taxation agreements (DTAs), tax credits and exemptions.

Explore international private client tax services

 

 

Get in touch with our personal tax experts

Contact us today