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Accounting for High Net Worth Individuals

If you’re a high net worth individual, you’ll need specialist, personalised and discreet accounting services to help you manage and enhance your wealth. Your personal tax manager at Warr & Co will work tirelessly to protect your assets and ensure that you are fully tax compliant – whilst also maximising your income and overall worth.

We continuously monitor the latest developments in legislation and offer proactive tax advice so that you can take a step back and relax, knowing that your financial affairs are being looked after by an expert.

Whether you’re a high earner, building up wealth for the future, or you’ve accumulated or inherited high value assets, we can offer strategic tax planning services so that your investments are well managed and your tax obligations are at a minimum. Contact us today to chat to one of our most senior accountants and see if Warr & Co could be a good fit for you.

Working With A Personal Tax Manager

at Warr & Co Chartered Accountants

1

Prepare Your Information

Gather any details you need to help us to help you with your personal tax planning and wealth management, such as the value of accumulated assets, disposable wealth and income.
2

Contact Us

Complete the form below to request your initial free consultation. You'll speak to one of our most senior accountants, who will give you an idea of what our service entails so that you can get a clear picture of how you could benefit from working with us.
3

Become Our Client

If you are happy with your consultation, signing on as an individual client is quick and simple. We will send you the necessary paperwork to sign and arrange a meeting with you where we can look into your specific financial picture more closely.

Personal Tax Planning for High Net Worth Individuals

When managing your wealth and tax obligations, we aim to make things as simple and transparent for you as possible. Contact us for a free consultation if you have any other questions about personal tax planning and wealth management.

What is a high net worth individual?

According to HMRC, a high net worth individual is someone with assets worth more than £10 million. However when it comes to tax planning, we would consider anyone with over £1 million in disposable wealth or a six figure income to be high net worth.

What services do you offer to high net worth individuals?

Warr & Co offer a full suite of individual accounting services and tax planning. We work with families in the long term to ensure you and your loved ones will have the security of a tax professional advising on family finances.

Please click a service in the blue box to learn more, or contact us for a free consultation.

Request a Free Consultation Now

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