High Net Worth Tax Companies in Birmingham: Guide to Providers (2026)
AC
Acumon Chartered Accountants·14 min read
High net worth tax services in Birmingham cover everything from personal tax compliance and inheritance planning to trusts, business exits, international tax and family wealth structuring. This guide compares firms with a Birmingham office or clear service coverage for Birmingham clients, focusing on the areas most relevant to individuals and families with more complex financial affairs. The list is a practical overview rather than a quality ranking.
Acumon
Acumon is a UK firm of chartered accountants providing private client and high net worth tax services to individuals, directors, investors, landlords, and internationally mobile clients.
The firm works with individuals whose affairs extend beyond straightforward compliance – including high-net-worth clients, company directors and shareholders, property investors, partners, the self-employed, and those with investment portfolios, share options or multi-source income. Tax engagements are delivered by chartered tax advisors (many with prior HMRC experience) and supported by proactive, year-round planning rather than reactive year-end filing, these services are provided to clients across the UK, including in Birmingham.
Acumon’s private client team acts for individuals throughout the year: reviewing positions ahead of decisions, optimising income tax, capital gains tax and inheritance tax outcomes, handling residence and international issues, and managing all subsequent filings and HMRC correspondence. The approach covers both day-to-day compliance and longer-term wealth and estate considerations.
Private client work frequently involves complex personal situations such as property disposals (including the 60-day capital gains reporting requirement), lifetime giving and inheritance tax exposure reviews, statutory residence test analysis, split-year treatment, and foreign income and gains under the current regime. Coordinating personal tax with business interests, trusts or cross-border elements requires integrated advice across income tax, CGT, IHT and residence rules.
Acumon works with individuals and families to meet personal tax obligations while helping them strengthen tax efficiency, preserve available reliefs and allowances, and support longer-term financial and succession planning as their circumstances evolve.
High Net Worth and Private Client Tax Capabilities:
Acumon provides private client and high net worth tax services across a wide range of personal and family situations.
These include:
Income tax planning and self-assessment returns for individuals with complex or multi-source income
Capital gains tax planning, disposal timing and 60-day property returns
Inheritance tax exposure reviews, lifetime giving strategies and estate planning support
Residence, domicile and international tax advice for expatriates, inbound individuals and those with overseas assets
Property-related personal tax (income tax, CGT, SDLT and related matters)
Directors, landlords, investors and high-net-worth individuals requiring year-round advisory support
These capabilities enable the firm to support private clients and high-net-worth individuals with both UK and cross-border personal tax requirements.
Regulatory Licences and Registrations:
Acumon holds several audit registrations that enable it to support organisations operating across multiple jurisdictions.
These include:
UK statutory audit registration
Public Interest Entity (PIE) audit licence
Jersey audit licence
Isle of Man audit licence
Cayman Islands audit licence
British Virgin Islands audit licence
These registrations allow the firm to provide audit services to groups that include entities in both the UK and key international financial centres.
Core Services:
In addition to statutory external audit, Acumon provides a range of services that support financial reporting and governance.
These include:
Statutory external audit
Group and subsidiary audits
Public Interest Entity (PIE) audits
Charity and not-for-profit audit
Audit of international group structures
Internal audit and governance reviews
Risk management and compliance support
Audit work is often delivered alongside discussions with management and boards regarding financial reporting processes and governance frameworks.
Many organisations initially encounter statutory audit requirements as they grow and exceed the audit exemption thresholds set out in the Companies Act.
Acumon works with businesses that are:
Approaching their first statutory audit
Preparing for external investment
Expanding into international markets
Operating within corporate group structures
Early engagement with an audit firm can help ensure that financial reporting systems and documentation are aligned with statutory audit requirements.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
BDO
BDO has a substantial Birmingham presence and a dedicated private client offering for wealthy individuals, families, entrepreneurs and family offices. Its services cover the ownership and structuring of wealth, succession, wills, trusts, personal tax compliance and international private wealth matters.
The Birmingham private wealth team works with high net worth clients whose circumstances can involve business ownership, private equity, property and multigenerational assets. This makes the firm particularly suitable when personal tax planning needs to be coordinated with business interests, estate planning or more complicated ownership structures.
Key Facts:
Ideal for: Business owners, wealthy families, private equity executives and internationally connected individuals
Core services: Private client tax, inheritance tax planning, trusts, succession planning and personal tax compliance
Specialization: Private wealth and complex asset ownership
Location: Birmingham
Notable strength: Dedicated Midlands private wealth capability covering personal, family and business-related tax matters
Contact Information:
Website: www.bdo.co.uk
LinkedIn: www.linkedin.com/company/bdo-llp
Instagram: www.instagram.com/bdo_uk
Address: Two Snowhill, Birmingham, B4 6GA, United Kingdom
Phone: 0121 352 6200
RSM UK
RSM UK combines a Birmingham office with a national private client and family wealth practice. The firm advises individuals and families with significant assets on personal tax, capital gains tax, inheritance tax, self-assessment, succession and international matters.
Its Birmingham private client team has experience with high and ultra-high net worth individuals, non-domiciled and internationally connected clients, owner-managed businesses and multigenerational wealth. That range can be useful when tax planning involves both personal assets and wider family or business structures.
Key Facts:
Ideal for: High and ultra-high net worth families with complex UK or international affairs
Core services: Personal tax, capital gains tax, inheritance tax, succession planning and tax compliance
Specialization: Family wealth and internationally connected private clients
Location: Birmingham
Notable strength: Senior private client tax expertise based directly in the Birmingham office
Forvis Mazars advises high net worth individuals, families, business owners, executives and trustees on private client tax. Its work includes inheritance tax, business exits, estate administration, personal tax compliance, international tax, trusts and family office matters.
The firm has private client tax professionals in Birmingham who work with high net worth individuals and owner-managed businesses. Published team profiles also point to experience with inheritance planning, complex wealth structures and reorganisations, giving Birmingham clients access to both local private client specialists and the wider firm’s international resources.
Key Facts:
Ideal for: High net worth individuals with family, business or international tax requirements
Core services: Private client tax, inheritance tax, trusts, estate administration, business exit planning and international tax
Specialization: Complex private wealth and family tax structures
Location: Birmingham
Notable strength: Birmingham-based private client tax professionals supported by a wider international practice
Address: 3 Chamberlain Square, Birmingham B3 3AX, United Kingdom
Phone: +44 (0) 121 232 9500
Grant Thornton UK
Grant Thornton’s private client work covers wealthy individuals, entrepreneurial families and business owners. The firm’s services extend from personal tax compliance into business structuring, asset disposals, inheritance tax, estate planning, trusts and international residence matters. Its wider private tax practice also works with ultra-high net worth families.
Birmingham forms part of Grant Thornton’s Central private client tax practice. The local team deals with both personal and business-linked tax questions, which can be useful for entrepreneurs whose wealth is concentrated in privately owned companies or who are preparing for a disposal, succession event or restructuring.
Key Facts:
Ideal for: Entrepreneurs, business-owning families and individuals approaching a major transaction
Core services: Private client tax, business restructuring, asset disposals, inheritance tax, trusts and international tax
Specialization: Tax planning where private wealth and business ownership overlap
Location: Birmingham
Notable strength: A Birmingham private client team working within a broader national private tax practice
S&W provides private client tax services for high net worth and internationally connected individuals, families and family offices. The work includes personal tax compliance, tax planning, trusts, estate planning, HMRC disputes and international private wealth matters.
The firm’s Birmingham team includes private client specialists who advise business owners, entrepreneurs and high net worth individuals on intergenerational wealth, inheritance tax and family investment companies. S&W became a standalone professional services firm in March 2025 following the separation of the professional services business from Evelyn Partners, so it is the current brand for this tax practice.
Key Facts:
Ideal for: Entrepreneurs and wealthy families planning the transfer or restructuring of significant assets
Core services: Personal tax, trusts, estate planning, inheritance tax, HMRC disputes and international private client tax
Specialization: Intergenerational wealth and family investment structures
Location: Birmingham
Notable strength: Birmingham-based private client specialists working with high net worth individuals and business owners
PKF Smith Cooper works with private clients including independently wealthy individuals, property owners, family businesses and large landed estates. Its private client work can cover tax consequences at different stages of personal and business life, from building wealth and acquiring assets to retirement, succession and eventual estate planning.
The firm has a Birmingham office and locally based tax advisory professionals. Its combination of personal tax and wider business advisory services can make it a practical option for people whose personal wealth is closely tied to an owner-managed company, property interests or family assets.
Key Facts:
Ideal for: Independently wealthy individuals, property owners and family business owners
Core services: Private client tax, personal tax compliance, succession planning and business-related tax advice
Specialization: Tax matters involving family businesses, private assets and property
Location: Birmingham
Notable strength: Local tax advisory capability combined with broader owner-managed business expertise
Address: Cornerblock, 2 Cornwall St, Birmingham B3 2DX, United Kingdom
Phone: 03333446306
MHA
MHA’s private client tax practice advises individuals and families on tax compliance, the ownership and structuring of personal wealth, property, inheritance tax, capital gains tax, international matters and succession. Its work also covers UK expatriates and clients with assets or interests spanning more than one jurisdiction.
The Birmingham office includes personal tax professionals whose work specifically includes owner-managed businesses and high net worth individuals. This local capability can be useful for clients who want personal tax advice alongside support with business interests, family wealth or longer-term succession planning.
Key Facts:
Ideal for: High net worth individuals with property, business or international interests
Core services: Personal tax, inheritance tax, capital gains tax, wealth structuring and international private client tax
Specialization: Personal and family wealth planning alongside tax compliance
Location: Birmingham
Notable strength: High net worth personal tax expertise available from the Birmingham team
KPMG’s private client practice works with ultra-high net worth individuals, families, entrepreneurs, shareholders and family offices. Its services address personal tax, wealth ownership, international residence, capital gains tax, inheritance tax, trusts and other issues that arise when substantial assets are held across different structures or jurisdictions.
Its large Birmingham operation gives clients access to local tax professionals while drawing on specialist teams elsewhere in the UK and internationally. This model is particularly relevant for families whose tax position involves companies, investments, trusts or assets outside the UK.
Key Facts:
Ideal for: Ultra-high net worth individuals and internationally connected families
Core services: Private client tax, inheritance tax, capital gains tax, residence planning and trust-related tax
Specialization: Complex domestic and cross-border private wealth
Location: Birmingham
Notable strength: Access to local Birmingham professionals and KPMG’s wider international tax network
Contact Information:
Website: kpmg.com
Twitter: x.com/kpmguk
LinkedIn: www.linkedin.com/company/kpmg-uk
Address: One Snowhill, Snowhill Queensway, B4 6GH , Birmingham, UK
Phone: +44 (0)121 232 3000
Deloitte UK
Deloitte provides private client services for high net worth individuals, families and family offices. Its tax work covers people with international profiles, significant investment holdings, private businesses and complex financial structures, including principals in private equity and investment businesses.
The private client offering extends into wealth structuring, succession and cross-border tax matters, making Deloitte more suited to circumstances where several tax disciplines need to be coordinated. Its Birmingham office provides a local point of access to the firm’s broader UK and international capabilities.
Key Facts:
Ideal for: High net worth families with investments, businesses or international interests
Core services: Private client tax, international tax, wealth structuring, succession and family office support
Specialization: Complex financial and cross-border private client affairs
Location: Birmingham
Notable strength: Broad tax capability for clients whose wealth spans multiple asset classes or jurisdictions
Contact Information:
Website: www.deloitte.com
Facebook: www.facebook.com/deloittedanmark
Twitter: x.com/DeloitteDanmark
LinkedIn: www.linkedin.com/company/deloitte
Address: Four Brindleyplace, Birmingham, B1 2HZ United Kingdom
Phone: +44 (0)121 632 6000
EY
EY’s UK private tax practice supports wealthy individuals and families with personal tax advice, tax reporting, international matters, trusts and estate-related planning. Its UK private client work includes an ultra-high net worth team, while the wider practice can also address family governance and the tax implications of transferring wealth between generations.
The firm’s Birmingham presence allows local clients to work with a major multidisciplinary tax practice while bringing in specialists for international or particularly complex issues. This can be useful where personal assets, businesses, trusts and family wealth need to be considered together rather than as separate tax questions.
Key Facts:
Ideal for: Ultra-high net worth families with complicated personal, family or international structures
Core services: Private client tax, tax reporting, trusts, estate planning and international tax
Specialization: Ultra-high net worth and multijurisdictional private client matters
Location: Birmingham
Notable strength: Ability to combine private tax with wider family wealth and international expertise
Contact Information:
Website: www.ey.com
Facebook: www.facebook.com/EY
Twitter: x.com/EYnews
LinkedIn: www.linkedin.com/company/ernstandyoung
Address: One Colmore Square, Birmingham B4 6HQ
Phone: +44 121 535 2000
PwC UK
PwC works with wealthy individuals, families, private business owners and family offices through its private client and Private Office services. The tax work can cover personal and business interests, wealth structuring, succession and the management of tax obligations across different assets and jurisdictions.
Its Central private client team includes senior professionals based in Birmingham who advise private business owners and individuals on personal and corporate tax matters. That combination is useful for clients whose wealth has been built through a privately owned company and who need to coordinate personal planning with business decisions.
Key Facts:
Ideal for: Wealthy business owners, families and clients requiring family office support
Core services: Private client tax, personal tax, wealth structuring, succession and family office services
Specialization: Private wealth linked to business ownership and complex family structures
Location: Birmingham
Notable strength: Birmingham-based private client expertise backed by a large multidisciplinary tax practice
Contact Information:
Website: www.pwc.com
Facebook: www.facebook.com/PwCUK
LinkedIn: www.linkedin.com/company/pwc-uk
Instagram: www.instagram.com/pwc_uk
Address: One Chamberlain Square, Birmingham, B3 3AX
Phone: +44 (0)121 265 5000
Claritas Tax
Claritas Tax is a tax-focused advisory firm with a Birmingham office and a dedicated private client team. It works with individuals on protecting and transferring wealth, trusts, income tax exposure, capital gains tax and succession-related planning.
The Birmingham private client practice includes specialists whose work covers high net worth individuals, entrepreneurs and trustees. This concentrated tax focus may appeal to clients who want specialist advice on a particular transaction, estate planning exercise or ownership structure without necessarily engaging a much larger multidisciplinary firm.
Key Facts:
Ideal for: High net worth individuals, entrepreneurs and trustees seeking specialist tax advice
Core services: Private client tax, inheritance planning, trusts, income tax and capital gains tax
Specialization: Personal wealth, succession and tax-efficient asset transfers
Location: Birmingham
Notable strength: Dedicated private client specialists within a tax-focused advisory firm
Contact Information:
Website: claritastax.co.uk
Phone: 0121 726 1717
Address: Enterprise House, 115 Edmund Street, Birmingham, B3 2HJ
Dains Accountants
Dains provides private client and personal tax services from its Birmingham head office and other UK locations. Its offering covers capital gains tax, inheritance tax, self-assessment, property tax, trusts, executor responsibilities, international matters and wider family wealth planning.
The firm can also support clients where complex tax affairs lead to HMRC scrutiny. Its published work includes handling a lengthy investigation involving a high net worth individual, adding a tax enquiry and dispute dimension to the broader planning and compliance services available to private clients.
Key Facts:
Ideal for: Individuals and families who need ongoing personal tax, estate and HMRC support
Core services: Personal tax, capital gains tax, inheritance tax, trusts, property tax and international tax
Specialization: Family wealth planning and personal tax compliance
Location: Birmingham head office
Notable strength: Private client planning combined with tax investigation capability
Crowe UK’s private wealth practice advises individuals, families, trusts and family structures on tax compliance and planning. Its private client work is designed for people with substantial personal or family wealth, including entrepreneurs and families managing assets across generations.
Crowe expanded its Birmingham presence with a central office at One Colmore Row. The location gives Midlands clients access to the firm’s national tax practice, while Birmingham-based tax professionals also work with high net worth individuals alongside corporate and owner-managed business clients.
Key Facts:
Ideal for: Wealthy individuals, families, trustees and entrepreneurs
Core services: Private client tax, tax compliance, trusts and family wealth planning
Specialization: Tax matters involving private wealth and multigenerational assets
Location: Birmingham
Notable strength: Central Birmingham presence with access to Crowe’s wider private wealth and tax teams
High net worth tax services in Birmingham vary considerably in scope. Some firms have dedicated local private client teams focused on personal tax, inheritance planning, trusts and family wealth, while larger national and international practices can bring in specialists for cross-border structures, family offices, business ownership and complex investment arrangements.
The right firm depends on the issues that need to be managed. A business owner approaching a sale may need different expertise from an internationally mobile family, a property investor or someone planning a multigenerational transfer of wealth. Comparing the firm’s private client experience, Birmingham availability and strength in the specific tax areas involved is therefore more useful than selecting on firm size alone.
AC
Written by the Acumon team
Acumon is an ICAEW-registered firm of chartered accountants and registered auditors
based in London, with offices in Pitstone, Aylesbury and Bournemouth. Need advice on
anything covered here? Talk to us.
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