With the privilege of high net worth comes ever-increasing issues, complexity and responsibilities.
mgr helps individuals and families manage their wealth and protect their assets.
We are here to offer our experience and expertise to optimise your personal tax position, advising you on reliefs, refunds and allowances, preparing your tax returns and self-employment accounts, communicating with HMRC on your behalf and guiding you on minimising your overall burden of UK and overseas tax.
We can also give you and your other professional advisors the strategic planning guidance you need to minimise Capital Gains Tax and Inheritance Tax. This can encompass advice on gifts, wills and trusts, life assurance, entrepreneurs’ relief and disposal of assets.
Many of our private clients ask us to make sure their personal finances are fully aligned with those of the companies they own or manage, in the UK and overseas. We will help you with all relevant business strategies, investment and disposal decisions, and with retirement and succession planning.
We will give you the information and advice you need in a way that’s simple to understand and implement, and with personal care and attention.
Find out more about our Private Client sector:
“My father passed away in 2014 leaving behind a very complicated legacy. I needed an accountant with exceptional expertise and experience to help me. From the beginning, Jill at mgr quickly formed a picture of the highly complex circumstances to give me the best possible advice and continues to do so now”
Ruthie Bhuiyan, Private Client