Accounting for High Net Worth Individuals
Managing wealth at a high level requires more than routine accountancy. For individuals with complex financial arrangements, multiple income streams, and international assets, expert advice is essential to preserve, protect, and grow wealth. At Fairmans Accountants in Leyland, we specialise in providing bespoke support for the high net worth individual UK, delivering tailored strategies that combine compliance, efficiency, and long-term planning.
Our dedicated team of high net worth accountants offer guidance across tax planning, inheritance, trusts, pensions, and investments. With years of experience in handling complex portfolios, we ensure you have clarity over your financial position and the confidence that your wealth is working for you and your family.
Why Choose Fairmans for High Net Worth Accounting?
The financial affairs of high net worth individuals are rarely straightforward. From cross-border income to estate management, the challenges require an experienced adviser who understands both the technical requirements and the personal sensitivities involved.
At Fairmans, our service is built on:
- Tailored strategies – designed around your specific wealth goals.
- Proactive high net worth tax planning – to minimise liabilities.
- Discretion and confidentiality – safeguarding your privacy at all times.
- Integrated solutions – combining accountancy, tax, and wealth management advice.
Our role as wealth management accountants is to give you peace of mind that every aspect of your financial affairs is managed with care and precision.
Make our specialists
part of your team
Make our specialists
part of your team
Why Choose Fairmans for High Net Worth Accounting?
The financial affairs of high net worth individuals are rarely straightforward. From cross-border income to estate management, the challenges require an experienced adviser who understands both the technical requirements and the personal sensitivities involved.
At Fairmans, our service is built on:
- Tailored strategies – designed around your specific wealth goals.
- Proactive high net worth tax planning – to minimise liabilities.
- Discretion and confidentiality – safeguarding your privacy at all times.
- Integrated solutions – combining accountancy, tax, and wealth management advice.
Our role as wealth management accountants is to give you peace of mind that every aspect of your financial affairs is managed with care and precision.
Book a callback to see how we can help you
Speak to our specialist small-business and tradesperson accounts team today. Feel free to ask any questions and our experts will do their best to advise you.
Simply complete the form and a member of our team will call you back at the earliest opportunity.
Our Services for High Net Worth Individuals
We provide comprehensive accounting for high net worth individuals, covering compliance, planning, and long-term wealth strategies.
High Net Worth Tax Planning
Tax is one of the largest costs for individuals with significant assets. Our proactive high net worth tax planning ensures you pay only what is necessary while remaining fully compliant with HMRC. We provide:
- Income tax planning across multiple income streams.
- Capital gains tax strategies for property and investments.
- Inheritance tax planning to preserve wealth for future generations.
- Advice on residency, domicile, and cross-border tax obligations.
Our goal is to optimise your tax position both now and in the future.
Wealth Management & Advisory
As specialist wealth management accountants, we provide advice that goes beyond compliance. Our services include:
Structuring investments for maximum efficiency.
Pension and retirement planning tailored to high earners.
Estate and succession planning to protect family wealth.
Trusts and gifting strategies to reduce tax liabilities.
By combining accountancy with forward-looking advice, we help you create a sustainable plan for preserving and growing your wealth.
Estate and Trust Planning
Protecting your legacy is vital. Our high net worth accountants provide expert support with:
Establishing and managing trusts.
Reducing inheritance tax through strategic planning.
Advising on wills, succession structures, and asset transfers.
Ensuring compliance with HMRC trust reporting.
This holistic approach ensures your estate is protected and passed on efficiently, safeguarding your family’s financial security.
International Income and Assets
Many high net worth individuals hold assets or earn income overseas. Our team provides clear guidance on:
Double taxation treaties and reliefs.
Declaring overseas income correctly.
Managing global investments within UK tax law.
Structuring assets for cross-border efficiency.
With our expertise, the high net worth individual UK can manage international wealth seamlessly while avoiding unnecessary tax exposure.
Benefits of Professional High Net Worth Accounting
Working with Fairmans offers significant advantages for high-value clients:
- Compliance – ensuring all HMRC obligations are met.
- Confidentiality – discreet handling of sensitive financial matters.
- Efficiency – reducing liabilities through tailored planning.
- Strategic insight – combining tax, pensions, and investment advice.
- Long-term protection – securing your estate and legacy.
Our bespoke approach ensures that every financial decision supports your overall wealth strategy.
Why High Net Worth Clients Trust Fairmans
Proven expertise
Extensive experience in supporting wealthy individuals.
Personal service
Dedicated high net worth accountants who understand your goals.
Holistic advice
from compliance to wealth management accountants guidance.
Local and international knowledge
Navigating both UK and overseas assets.
Long-term relationships
Providing consistent, trusted advice over decades.
We pride ourselves on being more than accountants — we are partners in your financial journey.
FAQs
What is high net worth tax planning?
It is the process of structuring your income, assets, and estate to minimise tax liabilities legally and efficiently. Our high net worth tax planning services cover income, capital gains, and inheritance tax.
Can you help with international income?
Yes. As part of our services for the high net worth individual in UK, we advise on overseas income, double taxation treaties, and structuring global assets.
Why do I need wealth management accountants?
Because high-value portfolios require careful planning to balance compliance, investment efficiency, and succession goals. Our wealth management accountants ensure your wealth is preserved and maximised.
Fairmans Accountants
Get in Touch
If you’re seeking trusted high net worth accountants to manage your finances, Fairmans Accountants is here to help. From high net worth tax planning and inheritance strategies to international income and estate management, our expert wealth management accountants provide the clarity and confidence you need.
Expert accounting for high net worth individuals in the UK, delivering tailored strategies to protect and grow your wealth.
