Sectors
chevron_right
Private wealth

Private wealth

The ability to look beyond the numbers to the heart of an issue is what sets a good private wealth adviser apart.

Whether you are a successful business owner or someone who has inherited your wealth, having an adviser beside you who has seen the issues before is important.

We have great experience in advising some of the UK’s wealthiest individuals. We help them to protect, maintain and enhance their private wealth in the most commercial, tax efficient and cost-effective manner possible.

Private wealth accountants

Our Private Wealth Group, led by Lizzie Murray, is recognised for its expertise in advising wealthy individuals. In 2024 we were named Top Private Client Accountancy Firm (Boutique) at the 2024 eprivateclient Excellence Awards.

Our services

Our clients use us for a wide variety of services, including:

Advising on passing family assets down the generations
Ongoing philanthropy
Tax-efficient structuring of business interests.

Recent tax changes have meant that many clients will have less in their pension pots than their parents did. Maximising the reliefs available to them and building up sustainable income for retirement years has therefore become a major issue for consideration. We work with financial planners and investment managers to ensure tax efficiency across assets so that income is enhanced in your later years.

Many of our clients also have business interests and family assets overseas. By working with our international network, we can help you ensure that not only is income repatriated efficiently, but also that assets are passed on to whom you wish.

Please contact our expert team to discuss a specific issue or to find out more about the services we offer to private wealth clients.

What our clients say

Saffery has provided timely and quality advice since I engaged their services two years ago. They have taken time to understand my personal circumstances and delivered advice and recommendations which have met my objectives.

Saffery is very professional and reliable. They deliver work for us on time, they communicate with us and give us the best advice. We rely on them for completing our tax returns each year.