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Sophisticated advice for private wealth.

Holistic, long-term personal tax planning for high-net-worth individuals, families and entrepreneurs.

Private wealth creates 
private complexity.

Significant wealth requires careful planning. We advise ultra-high-net-worth individuals, families, entrepreneurs and international clients on complex personal tax matters, combining technical expertise with complete discretion. Every engagement is partner-led, ensuring clear advice that reflects your circumstances, objectives and long-term ambitions.

Our work in this area

We advise individuals, entrepreneurs and families on personal tax, succession, trusts and international matters. Our work brings together the tax implications of business ownership, family wealth and long-term planning.

Inheritance Tax and Succession Planning

We help individuals and families manage inheritance tax exposure and develop long term succession strategies that preserve wealth and support its orderly transfer to future generations.

Trusts and Estates

We advise on the creation, management and taxation of trusts and estates, helping clients protect assets, manage family wealth and achieve their succession objectives.

Family Investment Companies

We assist clients with establishing and managing family investment companies as flexible and tax efficient vehicles for protecting, managing and transferring family wealth.

Shareholder and Exit Planning

We help business owners and shareholders prepare for future exits, ownership transitions and succession events through tailored planning that supports their personal, family and commercial objectives.

International Tax Planning

We advise internationally mobile individuals and families on cross border tax matters, helping them manage complex international considerations and plan with greater clarity and certainty.

Private Wealth Advisory

We provide joined up advice across personal taxation, capital gains, property interests and wider wealth planning, helping individuals and families protect their assets and make informed long term decisions.

Discreet by default.

Sensitive relationships are handled with care and complete confidentiality. We work alongside your existing advisers, complementing their expertise rather than replacing it.
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Client Stories

What our clients say

“Syon Tax recently supported on the acquisition of a business for one of our mutual clients. I was hugely impressed by both the responsiveness of the team and the quality of the work delivered. The client was equally impressed by their technical expertise and commercial approach.”

Director, M&A Advisory Firm
“The team at Syon Tax did what my previous advisers failed to do: focus on what really matters to me and my family rather than being blinded by tax alone. What sets Syon apart is their ability to apply a commercial lens to situations whilst remaining exceptional tax advisers.”
Entrepreneur and Business Owner
“Working alongside Syon Tax has been a game changer for our law firm. Their deep understanding of complex tax legislation and proactive approach to problem solving has significantly enhanced our ability to provide comprehensive solutions to clients.”
Partner, National Law Firm
“Syon Tax’s unwavering commitment to excellence and client service sets them apart. Their ability to anticipate and address client needs with precision and care has earned our trust and admiration. Their professionalism, integrity and technical expertise make them an invaluable partner.”
Managing Director, Accountancy Practice
“The team brings a fresh perspective and approach to tax advice. I was particularly impressed by the level of detail in their reports and the quality of their engagement with HMRC.”
Former Global Tax Partner, Big Four Firm
“Working with Syon feels like having an in house tax team that genuinely cares about our business. They’re commercially astute, technically brilliant and refreshingly straightforward.”
CFO, International Group
“Syon Tax understood not only the technical tax issues but also the family and commercial considerations involved. Their willingness to invest time in understanding our objectives, combined with their technical expertise, made them indispensable advisers.”
Adviser to International Family Office
“We recommend Syon to all of our UK bound clients. They combine the technical quality expected of a Big Four firm with the responsiveness and personal service of a specialist advisory practice.”
Partner, Corporate Finance Advisory Firm