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Save money

We will look for tax saving opportunities and identify ways for you to maintain your wealth.

Save money

Future-focused

We take the time to understand you to deliver tax planning that aligns with your life goals.

Future-focused

Peace of mind

Let our expert team take care of everything, so you can concentrate on what's truly important.

Peace of mind

Tax & accountancy services for high-net-worth individuals

At WMT, we understand the unique financial complexities faced by high and ultra-high-net-worth individuals.

With the introduction of our new Tax Private Client Director, Sandra Jeevan, we are poised to offer unparalleled tax and accountancy solutions for you, your business, and your family.

Sandra is a renowned tax specialist who has years of experience advising and managing the finances of high-net-worth individuals.

WMT’s services

Our experts provide guidance, assistance, and accountancy services to a range of high-income matters.

  • Services for non-doms: Navigating the tax landscape as a non-domiciled individual requires a deep understanding and a strategic approach. Our team, bolstered by Sandra’s expert management, is skilled at providing solutions that consider global assets, international income sources, and cross-border considerations.
  • Inheritance Tax & Structuring: Sandra’s vast experience in Trust (UK and offshore) as well as the use of Family Investment companies ensures that we cater to the unique needs of high-income individuals and their families, providing comprehensive solutions that encompass wealth preservation, succession planning, and more.
  • Internationally mobile entrepreneurs: We understand the challenges faced by internationally mobile individuals – our team is equipped to offer advice on international tax implications and expatriate tax considerations, ensuring compliance while optimising tax efficiency.

A commitment to excellence

WMT’s ethos has always centred around blending expert knowledge with a genuine interest in our clients.

Within our high-net-worth service, we are perfectly positioned to support our clients through challenging decisions, complex taxation issues, and investment opportunities.

Our goal is to ensure that our clients not only preserve their wealth but also see it flourish.

Let us help you

Discover how WMT can make a difference in your financial journey and help to grow and protect your wealth.

With our new service tailored for high and ultra-high-net-worth individuals, we invite you to experience a partnership that prioritises your goals, understands your challenges, and celebrates your successes.

Please get in touch with our team to find out how we can help you manage your wealth.

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    Hertfordshire office

    4 Beaconsfield Rd
    St Albans
    Hertfordshire
    AL1 3RD

    Hertfordshire office

    +44 (0)1727 838 255

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