Our approach

Menzies Private Client services is recognised across the industry and by our clients for high end private client consultancy services, combined with implementation support through our skilled compliance experts.

We have an experienced team of tax professionals who specialise in all areas that impact one’s personal tax position.

Our approach is to develop a close and longstanding relationship with our clients and their families, so we are best placed to provide support and advise in a proactive and forward-thinking way.  We seek to positively challenge our clients’ thinking so that any planning is well considered, thought-through and structured in a way that meets our clients’ specific and individual objectives.

We aim, as professional advisors, to be there to support our clients and we are proud and privileged to be invited into their lives to add value to a variety of important and personal matters.  To quote one of our clients, as it summarises our services rather aptly “the level of support, both professionally and personally, provided is beyond what I could have asked for. I come to you for advice in anything, even outside of your remit.  I see you more as a trusted friend than as a tax advisor.”

Our Private Client services

We act on behalf of individuals, families, and trustees to give tailored advice for their circumstances. We have a brilliant team who deal with all aspects of compliance and tax reporting and aim to take the stress out of dealing with these matters.

The main services we offer are as follows:

Private client services

  • Personalised solutions, guiding you through the complexities of tax planning and providing assistance with your compliance needs.

International Private client

  • Bespoke solutions for individuals managing finances across borders, ensuring seamless navigation of the UK tax system.

Trust services

  • We are able to provide advice from the initial settlement right through to final distributions and termination, as well as everything in between.

Probate and Estates

  • As the trusted advisor, we aim to support your family and beneficiaries through this difficult time

Entrepreneurial business and OMBs

  • Our service is built around getting to know you, and understanding your business and aspirations. We can assist both sole traders and partnerships in all areas of tax planning and reporting

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