Private client tax

Bespoke advice for individuals, entrepreneurs, business owners and senior executives.

Bespoke advice for individuals, entrepreneurs, business owners and senior executives.

Our specialist personal tax expertise and integrated, international partnership give us capabilities far beyond those of the typical wealth advisors and financial planners retained by high net worth (“HNW”) individuals. For individuals, whose tax positions span multiple jurisdictions, our global team is perfectly placed to smoothly handle your tax affairs.

Our approach

HNW clients often have complex asset holdings that require specialist tax advice. We work with ambitious individuals, entrepreneurs, business owners and senior executives to provide advice and guidance that fits with their busy lifestyles and helps them achieve their aspirations.

We strive to build strong, enduring relationships built on understanding and the belief that each client is unique.

At Mazars, we aim to solve two challenges. First, we help with tax planning: creating a long-term, personalised plan that can even span generations. This can cover both expected and unexpected events in life and business. Second, we help with implementation of the plan: assisting with filing in multiple jurisdictions and ensuring full compliance to minimise the risk of audit.

As an organisation that has our own charitable trust, and works with many good causes globally, we understand that many HNW individuals want to give back to society. We can also advise on how to do this is a way that is tax efficient and maximises impact.

Our services

  • Tax efficient structuring including advice on residency and domicile;
  • Estate planning and wealth succession vehicles;
  • Dispute resolution;
  • Lifetime cash flow analysis;
  • Tax compliance such as filing returns;
  • Advice on charitable giving and philanthropy.


Our tailored approach to wealth management extends seamlessly to ultra-high-net-worth (UHNW) individuals, providing specialised solutions for even the most intricate financial landscapes. With a keen focus on personal tax expertise and intricate asset holdings, our team collaborates closely with UHNW clients to craft bespoke strategies that align with their multifaceted needs. Whether it's optimising tax efficiency across diverse jurisdictions or structuring elaborate estate plans, we offer comprehensive guidance tailored to each client's unique circumstances and aspirations.

Estate planning is a cornerstone of our services, where we delve deep into family dynamics and long-term objectives to design holistic succession plans that preserve wealth across generations. Through tax-efficient vehicles and strategic wealth transfer strategies, we ensure that legacies endure while minimizing tax burdens for heirs. Additionally, our expertise in charitable giving enables UHNW individuals to make impactful contributions to society while maximizing tax benefits, whether through private foundations, donor-advised funds, or strategic philanthropic initiatives.

In the realm of individual taxation, our specialists navigate the complexities of diverse income streams and investments, offering strategic guidance to optimise tax positions and ensure compliance. From managing income tax liabilities to maximizing deductions and leveraging tax-efficient investment vehicles, we provide comprehensive support to mitigate risks and enhance financial outcomes. Our integrated approach to wealth management and personal tax expertise empowers UHNW clients to navigate the complexities of their financial affairs with confidence and achieve their long-term objectives with clarity and precision.