
Private Wealth
For decades, we have been a trusted partner to high-net-worth individuals and families.
We work closely with our clients to help them navigate life's tax and financial challenges.
No matter how complex your position, we’ll provide clarity to help simplify your decisions.
Here at HaysMac, we have the expertise to help you realise the opportunities that wealth can bring, whilst also providing advice and guidance to support your evolving professional needs. Our private wealth team is well known for having friendly, approachable people who excel at understanding your world – whether business or personal – delivering clear, pragmatic, and actionable advice.
Beyond the technical challenges of tax, we know that our role is really about helping people do the best with their wealth and make well planned long-term decisions.
You can trust HaysMac to find an approach with your name on it.
Private wealth in the round: HaysMac is by your side along the full journey
We work with people at varying stages of their wealth journey, including entrepreneurs building a business, high earning individuals across various industries, multi-generational family businesses, traditional landed estates or multigenerational family wealth. Whether UK centric or international, our team can provide the advice and support you need.
Exiting a successful business
We work with founders throughout the growth stage of their business, before helping them to structure for wealth in the lead up to exit, ensuring they plan their exit in a tax efficient way.
Approaching an exit can take you into a new territory with unexpected challenges, away from the day-to-day business you know so well. But it’s a world we are extremely familiar with. We care about your personal wealth, and we’re on hand to support as and when that arrives.
Our relationship continues post-exit, helping to manage and protect assets by advising on longer term wealth management structures such as family investment companies, trusts and investment holding structures.
International
Moving your country of residence and adapting to a new tax regime can be complicated. Our team work with clients to plan their move to or from the UK advising on pre-entry and exit planning. Common scenarios include expats returning to the UK or international families moving to or from the UK for work or schooling.
InternationalFamily Wealth Management Structures
We work with clients post a major life event, for example a business sale, divorce or inheritance, advising on the set up of tax efficient wealth management structures and the ongoing compliance support needed to ensure they operate correctly. This can include structures such as Trusts, family investment companies.
Inheritance Tax (IHT) Planning
We work with clients to understand their current IHT exposure, ensuring the value of available reliefs and allowances are maximised and to develop a long-term strategy for the transfer of wealth between generations in an IHT efficient way.
Inheritance TaxPhilanthropy
Our strong reputation in the charitable sector makes us well placed to support your charitable wishes, whether tax efficient giving via your will and lifetime gifts or the set up and management family charitable trusts and foundations.
Why HaysMac?
We offer expert advice and guidance to help you achieve your objectives, whatever they may be. We have the skills and experience to manage the complexity that sits beneath private wealth, bringing you the reassurance and peace of mind that your tax compliance requirements are managed and your tax affairs well planned and structured giving you the peace of mind to enjoy the fruits of your success.
“We get to know our clients extremely well, taking time to understand their core objectives and risks, developing clarity on their private wealth journey. We’ll help you establish a clear strategy to support your objectives, adjusting the tiller to keep you on course in the years ahead. This proactive partnership gives our clients piece of mind and allows plans to be adapted as changes and new challenges arrive, whether family, tax or financial.”
- Andrew Broome, Partner
