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High Net Worth

At Friend & Grant we have a broad, talented and qualified taxation services and support team with years of practical experience and a wealth of knowledge. We put all of this to good use when it comes to providing a fast, attentive and quality service for our high-net-worth clients.

Typically our high-net-worth clients are:

  • High earners, building wealth for the future
  • People who have built up or inherited their wealth, making sure tax bills are minimised and investments are tax efficient
  • Pensioners who have worked hard and want to enjoy their wealth; passing what’s left to their loved ones.

Every high-net-worth client has their own personal tax manager because we care about providing the service you deserve. We will strive to:

  • minimise the tax on your investment income
  • ensure your investments are well managed and spread
  • preserve as much wealth as possible to pass on to the next generation
  • utilise valuable tax reliefs for pensions alongside tax-friendly investments, such as ISAs, Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS)
  • review your estate and use trusts, Lasting Powers of Attorney (LPAs) and other tools to reduce your inheritance tax liability
  • keep you up to date with all changing legislation, making sure that your wealth is proactively managed
  • introduce you to the right wealth manager and financial advisers.

Our service offering includes:

  • annual tax return completion
  • tax payment forecasts
  • advice on ways to reduce your income tax liabilities
  • review of your pension position and advice to maximise your pension pot and take advantage of the valuable tax relief
  • advice regarding tax-friendly investments, such as ISAs, EIS and  SEIS
  • review of your estate, including a look at your Will, LPAs, and explaining the use of trusts and inheritance tax (IHT) mitigation
  • capital gains tax advice, calculations of capital gains tax due on historic sales of investments and projections for planned future sales
  • a general overview of your investment portfolio, with a referral to a wealth manager or financial adviser if appropriate
  • regular communications with the latest tax news and tips.

Find out more 

With over 25 years of experience working with high-net-worth clients we know what works and what doesn’t. We offer a 60 minute Discovery Meeting with a personal tax manager to  review your current financial position as well as your future goals. Call to book an appointment on 01634 731390.

Mr P N Waddoup & Mrs R Russell

Since returning from our working lives overseas, Friend & Grant have been guiding us through the unforeseen minefields of repatriating our investments and life-savings. This has required lengthy and substantial research into reporting and tax compliance with HMRC. F&G have produced a multi-year plan to ensure fully compliant repatriation and reporting. Whilst it has been a lengthy process we are now confident that all aspects are understood and there won’t be any uncomfortable surprises in years to come.

Paul Denyer

I’m really pleased that Friend & Grant are my accountants. They always have everything in order and completed on time, that’s why they have been my accountant for many years! I like that they are pro-active in making tax saving suggestions and very reactive to my questions!

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Bryant House

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Are you hungry for success? If you run a small to medium size business and you want to grow your sales, increase profitability and pay less tax then you have come to the right place.