Let’s Talk Tax series
Welcome to the Let’s Talk Tax series. Hosted by our team of tax experts, we bring you the latest UK and international insights, regulatory changes and technical updates that could impact you, your business and your sector.
Private client services for business owners
The focus for a business owner is inherently on the business’s success, which can be all-consuming. As such, personal wealth planning can become a secondary priority.
That is why it is important to have a private client adviser you can trust. By working with Forvis Mazars you can focus on your business, whilst we build and implement your tailored wealth plan, ensuring your wealth, investments and assets are structured in a tax-efficient manner to protect your future legacy.
Our services
- Financial planning
- Pension planning
- Personal tax advisory
- International private client tax
- Inheritance tax planning
- Investments and asset management
- Retirement planning
- Profit extraction and exit planning
- Divorce services
Our approach
We have worked with business owners for decades, so we understand the passion they have for their business and the work put in to see it grow.
Our private client teams will work closely with your business advisers to ensure that your personal goals are in line with those of your business and that, when required, we can come together to look at how things such as succession planning or exit planning can be achieved in a way that meets your long-term goals.
As a full-service advisory firm, you will have access to everything you need under one roof giving you peace of mind that both your personal and business interests are protected.
How we’ve helped our clients
"They are already retained to advise our business so it made sense for them to advise on our wealth, inheritance tax planning, financial advice around pensions and personal tax. Laura now looks after the financial advice and interface with my SIPP provider. Laura is an excellent listener and is able to quickly appreciate all the areas of our business and personal lives which need guidance/rectification. She is able to explain the options which makes it easy for us to make decisions. She is able to give assurance and support even when there are tough choices to make." VouchedFor Feedback |
Get in touch
If you would like to understand how we can support you, please get in touch.
Considering what’s next for your business?
Is your aim to grow your sales, improve marketing, optimise your operations, or grow profits? Are you planning a sale or exit? We have devised a workshop for business owners, shareholders and board members where they can step out of the day-to-day running of the business and think about the future.
You will get from this workshop a detailed report on what was discussed and any agreed plans, interesting industry and competitor benchmarks and we will review your personal financial goals to ensure they align with your business plan.
If you would like more information on our workshop, please get in touch.
9 Aug 2024
Selling your business – common tax myths
When selling a business, complex tax rules can cause additional angst at what is a stressful time for the seller. Below we debunk some of the most common tax misconceptions that can arise during the sale process, providing support for those who are considering or going through an exit.
Is now the right time to exit my business?
05/05/2023. The first quarter of 2023 has seen a slowdown in deal activity after record levels in 2021 and early 2022, and yet I can’t recall a period when I have been having more conversations with owner-managers who are reflecting on what to do next and whether now is the right time to transact. Why is this and what is driving owner-managers to consider their options?
Transitioning your business to the next generation
28/04/2023. As a business leader, you may be thinking about your retirement, and in that case, who will take over the family business. Thinking about what’s next means looking at the company at an operations, management, and ownership level.
Transition your business to your employees
18/04/2023. Employee ownership offers a combination of potential tax reliefs, and its flexibility means that it can suit a wide range of circumstances and personal preferences.
National contacts
Zoe Davies Partner - Private Client - London
Hina Desai Partner - Financial Planning - Nottingham
