Private Clients /
Managing your wealth and achieving your financial goals
Successful individuals in business often focus on achieving their company’s financial goals, but neglect to concentrate on their personal financial ambitions.
McInerney Saunders treat you as both a corporate client and a private client, ensuring that you have an effective wealth management plan in place, and that you are fully compliant with all of your personal taxation liabilities.
We also assist you when it comes to bigger life issues such as retirement or succession planning, or perhaps disposing of your business.
All of these involve very significant taxation issues and we will help you negotiate this minefield with the optimum taxation outcome for you.