Menzies

MENZIES IS A firm of accountants and business advisers with offices across London, Surrey and Hampshire. Our unique tax advisory approach helps business owners and individuals to reduce risk and improve performance in their business and personal affairs.

Our focus is on #BrighterThinking, supporting but challenging clients’ personal and business objectives while spending time with them so that we can empathise with their circumstances.

We help clients to:

•Protect wealth by taking control of their affairs, particularly with regard to tax and inheritance tax (IHT).

•Make better-informed decisions on issues that might affect them in future.

•Create a plan for the present, retirement and future generations.

•Avoid the threat of future tax demands, by knowing their financial affairs are proactively managed.

•Anticipate unexpected threats, challenge planning assumptions and encourage contingency plans.

PRIVATE CLIENT ADVISORY

We offer a broad range of advisory services to clients whether business owners, individuals, families and family offices.

We aim to become their trusted adviser to create a plan to protect the long-term needs of the wider family.

PROBATE

The probate licence enables us to support the family through IHT, administration of estates and future planning considerations.

OFFSHORE

We offer advisory services to clients who are either resident and/or domiciled. We are focused on individuals coming to, leaving or returning to the UK. We specialise in assisting offshore trustees, providing advice directly to them, to beneficiaries and also performing tax reviews of structures.

TRUSTS

We have a specialist trusts team who provide a full range of compliance and advisory services to private clients, trustees and beneficiaries and family offices.

FOCUS

Private client advisory; Probate, trusts and estates; Offshore services

menzies.co.uk