High Net Worth Tax Companies in the UK: Guide to Advisory Firms
AC
Acumon Chartered Accountants·17 min read
Managing wealth often involves more than meeting annual tax obligations. As personal and business interests become more complex, tax planning plays an increasingly important role in protecting assets, supporting long-term financial goals, and navigating changing UK tax legislation.
The UK is home to a wide range of firms providing high net worth tax services, from international professional services networks to specialist accountancy and advisory practices. Each brings different strengths, whether in private client tax, estate planning, international structuring, or family wealth advisory.
This guide highlights a selection of firms offering high net worth tax services across the UK. Rather than ranking providers, its purpose is to provide practical context, outlining the services they offer, the types of clients they typically advise, and the areas where their expertise is most relevant. Whether you're an entrepreneur, investor, business owner, or family office, understanding the differences between advisory firms can help you identify a provider whose experience aligns with your financial and personal objectives.
Acumon
Acumon is a UK firm of chartered accountants and advisors providing high net worth tax services to individuals and families across the UK.
The firm works with high net worth individuals, entrepreneurs, business owners, company directors and family groups requiring specialist tax advice. High net worth tax services are designed to help clients manage their tax affairs efficiently while supporting long-term financial planning and compliance.
Acumon provides high net worth tax services as part of its wider accounting and tax advisory offering. The firm supports clients with personal tax planning, capital gains tax, inheritance tax, corporation tax matters relating to owner-managed businesses and broader tax compliance, helping clients navigate increasingly complex tax legislation.
Acumon holds a Public Interest Entity (PIE) audit licence, enabling the firm to support organisations subject to enhanced regulatory oversight in the United Kingdom. In addition to its UK statutory audit registration, the firm also maintains audit licences in the Cayman Islands, British Virgin Islands (BVI), Jersey and Isle of Man. These licences enable the firm to support organisations operating across multiple jurisdictions.
Managing personal and business tax affairs can become increasingly complex as wealth grows and financial arrangements evolve. Professional tax advice helps individuals understand their obligations, manage tax risks and make informed financial decisions while remaining compliant with UK tax legislation.
Acumon works with individuals, business owners, company directors and family offices to support tax planning while helping clients strengthen financial management, governance arrangements and long-term wealth planning.
High Net Worth Tax Capabilities
Acumon provides high net worth tax services across a wide range of client circumstances.
These include:
high net worth individuals and families
entrepreneurs, business owners and shareholders
directors of UK companies and corporate groups
individuals with interests in international businesses
clients with complex financial and tax affairs
individuals with cross-border financial interests
High net worth tax engagements are typically led by experienced professionals with direct involvement throughout the engagement.
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 support organisations operating across both the UK and key international financial centres.
Core Services
In addition to high net worth tax services, Acumon provides a range of accounting, tax and advisory services.
These include:
personal tax compliance and advisory
statutory external audit
group and subsidiary audits
Public Interest Entity (PIE) audits
charity and not-for-profit audit
internal audit and governance reviews
risk management and compliance support
High net worth tax work is often delivered alongside discussions regarding personal tax planning, business interests, succession planning and long-term financial objectives.
Many clients seek specialist tax support as their financial affairs become more complex, investment structures evolve and tax legislation continues to change.
Acumon works with clients who are:
managing complex financial affairs
planning for future wealth preservation
reviewing personal and business tax arrangements
strengthening long-term financial planning
managing international tax considerations
responding to changing tax legislation
Early engagement can help ensure that tax planning, compliance and financial arrangements remain aligned with current legislation and long-term personal and business objectives.
Address: 1-2 Craven Road, Ealing, London, W5 2UA, UK
Phone: 020 8567 3451
S&W
S&W advises high net worth individuals, entrepreneurs, families and internationally connected clients on tax matters that often extend beyond annual compliance. Their private client team supports people with complex financial affairs, including business ownership, overseas assets, family wealth and succession planning. Alongside tax advice, they look at how different parts of a client's financial position fit together, helping manage obligations while planning for future changes.
The firm approaches high net worth tax services as part of a broader advisory offering that includes trust and estate planning, international tax, property tax and HMRC dispute support. Their work covers situations such as preparing for a business sale, passing wealth between generations, managing family offices and dealing with cross-border tax issues. They also assist trustees, executors and private clients who need ongoing support with reporting and compliance across the UK and overseas.
Key Highlights
Advises high net worth individuals, families and entrepreneurs
Supports UK and internationally mobile clients
Experience with succession, estate and trust planning
Tax advisory linked with governance and long-term wealth management
Assistance with HMRC enquiries, disclosures and investigations
Covers personal, business and international tax matters
Services
Personal tax compliance
Personal tax planning
Trust and estate planning
Inheritance tax planning
Capital gains tax planning
International tax planning
Property tax advice
HMRC enquiries and dispute resolution
Family office tax advisory
Philanthropy tax planning
Partnership tax advisory
Corporate trustee and executor support
Contact Information
Website: www.swgroup.com
Twitter: x.com/S_W_Group
LinkedIn: www.linkedin.com/company/swgroupuk
Address: 45 Gresham Street, London EC2V 7BG
Phone: +44(0)204 617 55 00
Grant Thornton
Grant Thornton advises ultra-high net worth individuals and families whose financial affairs often combine personal wealth, business ownership and international assets. The firm's private tax specialists deal with situations where decisions about investments, property, succession or relocation have tax consequences across different parts of a client's financial life. Their approach centres on understanding how these elements connect before recommending an appropriate tax structure.
Many of the engagements involve family wealth transitions, business exits, cross-border tax planning and complex investment arrangements. Clients can draw on tax specialists while coordinating with legal advisers, investment managers or family office professionals where additional expertise is needed. This makes the firm's high net worth tax services suitable for individuals whose financial planning extends beyond annual tax compliance.
Key Highlights
Advises ultra-high net worth individuals and families
Experience with complex personal and business tax matters
Supports succession and family wealth planning
Cross-border and international tax expertise
Collaborative approach with external professional advisers
Tax planning linked to long-term wealth management
Saffery advises high net worth individuals, business owners and families on tax matters linked to long-term wealth preservation and succession. Much of its private wealth practice focuses on helping clients organise personal and family assets in a way that reflects changing tax rules, family circumstances and future plans. Advice often covers both UK and overseas interests, particularly where wealth is held across different types of assets.
Family wealth is a recurring theme across the firm's private client services. Tax planning is combined with estate planning, philanthropy, retirement planning and business succession to help clients prepare for the next generation. Where international assets are involved, Saffery coordinates tax considerations across jurisdictions through its global network, allowing overseas holdings to form part of a wider wealth strategy.
Key Highlights
Advises high net worth individuals and families
Focus on family wealth and succession planning
Experience with UK and international assets
Tax planning for business owners and private clients
Supports intergenerational wealth transfers
Works with financial planners and investment managers
Address: Midland House, 2 Poole Road, Bournemouth, Dorset BH2 5QY, UK
Phone: +44 (0)1202 204744
Hayes Chartered Certified Accountants
Hayes Chartered Certified Accountants supports high net worth individuals whose finances include multiple income sources, investment portfolios, property holdings or international assets. The firm focuses on helping clients organise their tax affairs while addressing issues that often arise as wealth grows, including asset ownership, long-term planning and changing tax obligations.
Its high net worth tax services cover both personal and family finances. Advice extends to inheritance planning, property taxation, cross-border matters and wealth structuring, while entrepreneurs can receive guidance before significant business events such as succession or a sale. Family office support is available for clients looking to coordinate personal, business and family financial affairs through a single advisory relationship.
Key Highlights
Advises high net worth individuals and entrepreneurs
Address: 27-37 Station Road Hayes UB3 4DX London UK
Phone: 020 8646 0800
Clear Tax Group
Clear Tax Group focuses on tax planning for high net worth individuals whose wealth is spread across investments, property and business interests. The firm's approach centres on organising tax affairs before major financial decisions take place, with attention given to preserving assets, managing future liabilities and remaining compliant with HMRC requirements.
Many of its services relate to areas where tax planning forms part of broader wealth management. This includes capital gains planning, inheritance tax, property ownership, international tax matters and investment structures such as EIS and VCTs. The firm also considers estate planning and charitable giving where these form part of a client's long-term financial objectives.
Reflex Accounting supports high net worth individuals whose finances have become more complex through business ownership, investment portfolios, property holdings or international income. The firm's approach focuses on helping clients organise their tax affairs throughout the year, giving attention to both current obligations and longer-term planning as financial circumstances change.
A significant part of its work involves inheritance tax planning, capital gains tax, estate planning and cross-border tax matters. Business owners may seek advice before a sale or succession, while property investors often require support with ownership structures and tax reporting. HMRC enquiries and ongoing tax reviews are also included where clients need continued oversight of their personal tax position.
Address: 17 School Rd, Hall Green, Birmingham, B28 8JG
Phone: +44 121 262 1528
Titan Wealth International
Titan Wealth International specialises in tax planning for high net worth individuals whose financial interests extend across multiple jurisdictions. Much of its advisory work centres on clients with overseas assets, international business interests or changing tax residency, where planning requires an understanding of more than one tax system.
Cross-border wealth planning sits at the core of the firm's services. Tax considerations are often combined with estate planning, trust structures, family offices and asset holding arrangements to reflect each client's international circumstances. Advice may also cover residency planning, major liquidity events and succession planning where wealth is held across several countries.
Key Highlights
Focus on cross-border tax planning
Advises internationally mobile high net worth individuals
Experience with multi-jurisdiction tax matters
Supports international estate and succession planning
Address: 3 Temple Quay, Temple Back East, Bristol, BS1 6DZ
Phone: +44 (0)800 048 0150
Alliotts
Alliotts focuses on high net worth and ultra high net worth individuals whose financial affairs extend beyond day-to-day tax compliance. Families with significant assets, entrepreneurs and internationally connected clients turn to the firm when decisions around wealth, tax and succession need to be considered together. Alongside UK tax matters, the team deals with cross-border issues through its international network, making it suitable for people with overseas interests or changing residency.
Planning for future generations forms an important part of the firm's private client offering. Estate planning, trusts, inheritance tax and residence issues are considered alongside personal tax obligations to create a clearer long-term picture of family wealth. Trustees, executors and UK expatriates are among the clients seeking guidance where tax rules become more complex or involve more than one jurisdiction.
Key Highlights
Advises high net worth and ultra high net worth individuals
Experience with UK and international tax matters
Supports family wealth and succession planning
Trust and estate planning services
Guidance for UK expatriates and internationally mobile clients
Access to cross-border tax expertise through an international network
Armstrongs Chartered Accountants has spent many years advising high net worth individuals whose personal and business finances are closely connected. Investment income, business ownership and family wealth all feature within its private client services, with tax planning designed to fit alongside broader financial decisions rather than being treated as a separate exercise.
Business restructuring, succession planning and asset ownership are recurring themes throughout the firm's work with wealthy individuals. Tax considerations are often linked to investment structures, pensions and long-term estate planning, particularly where preserving family wealth across generations is part of the overall objective. International tax matters are included for clients with overseas connections or assets.
Key Highlights
Advises high net worth and ultra high net worth individuals
Address: 1 & 2 Mercia Village, Torwood Close, Westwood Business Park, Coventry CV4 8HX
Phone: 02476 715111
Hazlewoods
Hazlewoods brings together personal tax planning and long-term wealth management for individuals whose financial affairs involve businesses, investments or family assets. High net worth clients, trustees, executors and business owners often seek advice when tax decisions have wider implications for succession, retirement or estate administration. The emphasis is on understanding personal circumstances before addressing individual tax obligations.
Business succession, capital taxes and family wealth planning sit alongside day-to-day tax compliance. Residency matters, trust administration and estate planning are included for clients with more complex financial arrangements, while retirement planning forms part of the wider conversation where future wealth preservation is a priority.
Key Highlights
Advises high net worth individuals and business owners
Jan McDermott Chartered Accountants supports high net worth individuals whose finances have grown through successful businesses, investments or valuable personal assets. Tax planning is built around the practical issues that come with increasing wealth, helping clients understand how changes in tax legislation may affect their financial position while keeping ongoing compliance under control.
Capital gains tax and income tax feature prominently within the firm's private client services, particularly where asset sales or higher levels of taxable income require additional planning. Alongside tax advice, clients receive support aimed at preserving wealth over time and making informed financial decisions as their circumstances develop.
Address: 2nd Floor, 56 Hamilton Square, Birkenhead CH41 5AS
Phone: 0151 649 1700
KPP
KPP advises high net worth individuals looking for anything from straightforward tax compliance to more involved financial planning. The firm recognises that clients have different requirements depending on how their wealth is held, whether through personal investments, property or business interests. Its private client services are designed to support both everyday tax obligations and longer-term financial decisions.
Tax planning is combined with accounting and financial advisory services, giving clients access to support across several areas of wealth management. Some prefer regular meetings to review their financial position, while others use digital tools for day-to-day tax administration. This flexibility allows the firm to adapt its approach to the level of support each client requires.
Address: Unit 3 Morris Park, 37 Rosyth Road, Glasgow, G5 0YD
Phone: 0141 345 2335
Capitax Financial
Capitax Financial specialises in tax planning for high net worth individuals whose financial affairs involve more than one country. International mobility, overseas investments and changing residency are common themes throughout its private client services, making cross-border tax planning a central part of its advisory work.
Many of the firm's engagements involve entrepreneurs, investors, landlords and internationally mobile families who need to consider both UK and overseas tax obligations. Residence planning, trust arrangements, succession planning and inheritance tax are addressed alongside ongoing compliance, allowing clients to manage international wealth within the relevant tax framework.
Key Highlights
Focus on international tax planning
Advises high net worth individuals and entrepreneurs
Experience with residency and non-domicile matters
IWN Accountancy helps high net worth individuals organise their personal tax affairs with a strong focus on long-term planning. The firm recognises that personal tax is often overlooked until significant financial decisions need to be made, so its approach centres on building a clear tax strategy before issues arise. Clients typically include individuals with substantial investments, property portfolios or growing personal wealth who want to manage their tax position more effectively.
Income tax, capital gains tax and inheritance tax form the core of its high net worth services, with estate planning included for those looking to preserve wealth across generations. Guidance is also available on tax-efficient investments, giving clients practical support when reviewing how their assets are structured. The overall focus remains on keeping personal finances organised while making tax planning part of wider wealth management.
Address: The Echo Building, 18 Albert Road, Bournemouth, BH1 1BZ
Phone: 01202 028074
Conclusion
Choosing a high net worth tax adviser is rarely just about finding someone to prepare a tax return. For many individuals, the decision comes down to the type of advice they need, the complexity of their financial affairs and whether their circumstances involve areas such as business ownership, property, trusts, international assets or succession planning.
The firms featured in this guide all support high net worth clients, but their areas of focus differ. Some place greater emphasis on international tax, while others concentrate on family wealth, estate planning or business-related tax matters. Comparing their experience, services and areas of expertise can make it easier to identify a firm that matches your personal and financial circumstances.
This guide is intended as a starting point for that research. Taking the time to compare firms and understand how they approach high net worth tax planning can help you make a more informed decision for both your current needs and your long-term financial plans.
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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