Accountants and tax advisers play a crucial role for high-net-worth individuals, helping to ensure the smooth running of their finances. As well as providing auditing and documentation preparation services, many of the accountants and tax advisers listed below are experts at ensuring compliance and providing assistance with complex issues faced uniquely by high-net-worth individuals.
With complex portfolios, cross-border investments, and significant tax liabilities, personalised financial strategies are essential to optimizing wealth and reducing risk. Whether it’s navigating inheritance tax, capital gains, or international tax regulations, these top professionals provide the insight and expertise needed to preserve and grow wealth, Spear’s leading accountants and tax advisers are trusted by high-net-worths for their exceptional guidance.
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Methodology
In selecting and ranking the accountants and tax advisers for HNW individuals, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face, and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.
Best accountants and tax advisers for HNW individuals: the complete list
Find out more
To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here. If you are an adviser featured in an index and would like to update your profile or provide additional information, please email research@spearswms.com. If you are not featured but would like to be, please fill out our form.
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