As wealth grows, so does complexity. Private wealth accountants offer high-net-worth individuals (HNWIs) and families the specialized expertise needed to manage wealth efficiently, minimize tax exposure, and plan strategically for future generations. These services go beyond traditional accounting—encompassing bespoke financial planning, investment structuring, and cross-border compliance.

What Is a Private Wealth Accountant?

A private wealth accountant is a financial expert who works closely with affluent individuals, family offices, entrepreneurs, and trust beneficiaries. Their role includes:

• Tax Strategy and Compliance – Managing income tax, capital gains tax (CGT), inheritance tax (IHT), and non-dom status implications.

• Asset Structuring – Using trusts, holding companies, or offshore structures to manage risk and tax.

• Investment Oversight – Collaborating with financial advisors to align portfolios with long-term objectives.

• Succession and Estate Planning – Ensuring wealth transfer is tax-efficient and legally robust.

• Philanthropy and Legacy – Advising on tax-efficient giving through charitable trusts or foundations.

These accountants often work with other professionals—lawyers, investment managers, and trustees—to deliver fully integrated wealth management.

Why HNWIs Choose Private Wealth Accountants

• Protect Generational Wealth – Plan for inheritance tax liabilities and succession across jurisdictions.

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• Stay Compliant Globally – Manage multiple tax residencies, international properties, and cross-border investments.

• Optimise Holdings – Structure investments for efficiency, whether in real estate, private equity, or global markets.

• Custom Reporting – Access detailed, consolidated financial statements for diversified portfolios.

• Confidential, Bespoke Advice – Receive one-on-one support from professionals with discretion and industry insight.

Leading Private Wealth Accounting Firms in the UK

These firms are known for delivering exceptional private client services:

• Saffery Champness – A top-tier private client specialist with expertise in trusts, estates, and non-dom tax.

• Rawlinson & Hunter – Offers bespoke advice for ultra-high-net-worth individuals and family offices.

• Smith & Williamson (now Evelyn Partners) – A major player in private wealth, offering end-to-end tax, accounting, and investment advice.

• Buzzacott – Known for holistic financial planning for entrepreneurs, tech founders, and international families.

• PKF Francis Clark – Focuses on succession planning and wealth structuring for UK-based high earners and business owners.

How Wigmore Trading Supports Private Clients

While Wigmore Trading does not directly provide accounting services, we work with high-net-worth individuals and business owners requiring support for complex, international operations. Our role includes:

• Connecting clients with top private wealth advisors in the UK and abroad.

• Providing logistics and procurement solutions for high-value property, assets, or infrastructure tied to private investments.

• Supporting cross-border investments with local market knowledge—particularly in West Africa and other emerging regions.

Whether you’re managing real estate portfolios, family businesses, or international holdings, Wigmore Trading helps safeguard and scale your legacy.