How we add value to you and your clients

Working with our technical specialists can help you and your business owner clients create tailored solutions covering from company valuations and tax-efficient extraction methods to succession planning and pension considerations.

Effective Inheritance Tax planning is essential for preserving wealth across generations. That’s why we’ll work with you to provide specialist IHT solutions tailored to your clients’ needs.

Our approach combines trust arrangements, lifetime gifting strategies and investment vehicles that qualify for tax relief under Business Relief, ensuring clients maintain control while minimising their estate’s tax burden.

Clients looking to reduce Inheritance Tax liability will find gifting strategies a powerful tool in their planning arsenal. With Mattioli Woods as support, you’ll have access to clear, practical advice on everything from straightforward annual exemptions to more complex arrangements using trusts.

We’ll support your professional practice with expertise across all tax wrappers – from Individual Savings Accounts (ISAs) and pensions to the Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCTs) – working alongside you, and staying up to date on any tax legislation changes, to match the right options to your clients’ goals.

Your clients deserve exceptional pension solutions, and that’s exactly what you’ll get with Mattioli Woods.

We offer everything from straightforward personal pensions to complex small self-administered scheme (SSAS) arrangements, all backed by our technical expertise and clear approach to fees.

Your business clients face significant risks when a shareholder exits or passes away unexpectedly.

With Mattioli Woods’ shareholder protection solutions, you’ll give them robust safeguards that protect their business continuity and ownership. We’ll help you arrange tailored insurance policies alongside legally sound agreements that ensure shares transfer seamlessly and at fair value.

Wealth management can support lawyers by providing specialist financial planning for partners and staff, and by helping their clients structure settlements, inheritances and business interests efficiently.

Lawyers and accountants can get confidential and impartial advice focused on cash-flow planning, tax-efficient investing, pensions and protection, so their personal finances match the realities of partnership, fluctuating income and long working hours.

We work alongside accountants to turn tax and accounting advice into clear financial plans and investment strategies, helping clients grow and protect their wealth over the long term.

A good wealth manager understands professional rules and will agree clear boundaries, ensuring any advice is compliant and complementary to your legal or accounting responsibilities.

Typically, you introduce suitable clients to us with their consent, we handle the regulated advice and keep you informed (within agreed parameters), so the overall client service feels joined up.

Common examples include business owners, high-earning professionals, clients receiving large settlements or inheritances, and those needing structured retirement or succession planning.

Yes. We regularly work with partners at law firms and accountancy practices, business owners, medical professionals, and clients going through significant life events such as divorce, business sale or bereavement. If your clients have specific circumstances, it’s worth a conversation.