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Private client services

Few people have sufficient time to give their financial affairs the full attention they deserve. And when your wealth is held across a range of assets, such as company shares, property and investments, it becomes even more difficult to manage and protect.

Private Client Services Advisory

That’s when high-calibre private client advice can be invaluable. We work closely with family members to help them understand the issues affecting their wealth, and provide a holistic service that protects the long-term needs of the wider family.

We can help you develop a cohesive management and succession strategy for your privately held wealth enabling you to:

  • Protect your wealth by understanding and taking control of your financial affairs, especially with regard to current and future tax exposure, especially inheritance tax.
  • Benefit from better-informed decision making, because you fully understand the issues that affect you or might affect you in future.
  • Create an informed plan that makes the best use of your wealth for yourself, your retirement and for future generations.
  • Avoid the threat of future tax demands, by knowing that your financial affairs are proactively managed and you’re paying the correct amount of tax.
  • Many people lose wealth from threats they never anticipated, so we will challenge your existing planning assumptions and encourage you to consider contingency plans to avoid possible future liabilities.

Menzies named Tolley Taxation’s 2017 Tax Team of the Year in a National Firm

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Private Client Services

  • Income tax – we will review and explain the issues so that you know you are paying the correct amount of tax and can plan with confidence.
  • Tax returns – we will ensure that your tax returns are correctly completed and submitted to HM Revenue and Customs.
  • Retirement planning – which makes adequate provision for your retirement.
  • Inheritance tax planning that meets the future needs of your wider family.
  • Income protection planning.
  • Accountancy and tax services for trusts & estates.

Please contact a member of our team to arrange a no-obligation initial consultation or to speak to a partner or for more information about the private client services we offer please contact one of the Menzies LLP offices or complete our online contact form.

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ESSENTIALS

  • “Menzies provided, audit, tax and company secretarial services to SFW. Their work was always to a  very high standard and we found them easy to work with. When we sold the business Menzies provided significant help during due diligence and completion activities. They were highly responsive, particularly, when we had last minute requests for assistance and were thoroughly professional. I have no hesitation in recommending them.”
    Steve Elliott – SFW Ltd Director

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    SFW Ltd, SFW Ltd August 17, 2016

  • “Lilou et Loic have worked with Menzies over the past year and we continue to be impressed with their knowledge, efficiency and the high calibre of support they provide. The Menzies team look after our year end accounts in a timely and efficient manner, and continue to provide proactive advice in many areas of our business, from keeping track of our product margins and fixed costs to providing us with beneficial forecasting advice. We are also liaising with other teams within Menzies, for example they are assisting us with crowdfunding options and have advised us on building a strong business plan.
     
    We look forward to continuing our relationship with Menzies and have no hesitation in recommending them.”

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    Lilou et Loic, Lilou et Loic August 17, 2016

  • “Throughout our many years of working with Menzies, we have always found them to be professional in all aspects of their work. The team currently deal with our UK trading company and the holding companies which includes acting as the group auditors for a large international group. Their historical knowledge of our company and operations is highly important to us especially as we have a fairly complicated group structure. The team are reliable, friendly and organised in their approach.

    We would have no hesitation in recommending Menzies to any other company.”

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    Crabtree & Evelyn, Crabtree & Evelyn August 17, 2016

  • “Menzies LLP have acted as our auditor and advisors for a number of years. The company has a holistic range of services to offer, from the compliance aspects of our business and consultancy services which are undertaken by specialist teams. The firm have recently undertaken a business valuation for a successful acquisition of an overseas subsidiary that our group acquired as it continues to grow and branches out into the overseas markets. We have found Menzies to be reliable, honest advisors and would not hesitate to recommend them.”

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    Contechs Holdings Limited, Contechs Holdings Limited August 17, 2016

  • “We have known Menzies for a very long time. The firm acts as our auditors and advisors for the company and our family’s own personal matters. The team fully understand our affairs and come up with pro-active solutions that are in our best interest and tax efficient for the business and family. We also utilise the services of Menzies Wealth Management so the teams work closely together to ensure our affairs dove tail in their advice. The team are trustworthy and reliable and we would not hesitate to recommend them for your personal or company affairs.”

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    Down Street Electrics Limited, Down Street Electrics Limited August 17, 2016

  • “We have been working with Menzies for a number of years for our compliance and advisory matters. The team are approachable, proactive and have been very helpful over the years in meeting our business needs. The team work well to ensure that we achieve our internal deadlines and communicate with us along the way. We would happily recommend Menzies to others.”

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    Emmi (UK) Limited, Emmi (UK) Limited August 17, 2016

  • “We are a very long standing client of Menzies and they deal with all our financial requirements from day to day bookkeeping through to higher level advisory support.  They are always courteous, professional and considered – and relevant to our sector – providing us with solutions that are prompt and accurate and help us to run the business as efficiently as possible.  We would have no hesitation in recommending their services.”
    Takashi Kamimura – Mary Quant Limited

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    Mary Quant Limited, Mary Quant Limited August 17, 2016

  • “What really pleases me is that I’m now, for the first time, proud of my business, seeing it grow and spending less time at work! I’m learning how to have fun and relax again. My hard work is starting to pay off, thanks to Menzies”

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    FTI, FTI May 25, 2016