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Services for Individuals

Personal tax, wealth and advisory support for
individuals, families and the people behind the businesses

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Successful individuals carry a financial picture that rarely fits neatly into one box.

Personal income, capital gains, property portfolios, pensions, business interests, family circumstances and international elements all require their own unique level of professional support.

The decisions taken in one area routinely have consequences across the others – and those consequences are rarely visible until it is too late to do much about them. An adviser who sees only one part of the picture will give you advice that is right in isolation and wrong in context.

Handled together with the wider picture in mind, the planning, the compliance and the long-term outcomes all improve.

Our services for individuals are designed to bring the whole picture to you via a trusted team of advisers.

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How we work with individuals

Each client has a named lead adviser and an annual cycle run to a defined timetable. Around that cycle, planning conversations happen as life events arise. A property sale, a business exit, a gift to children, a move overseas or an inheritance all need to be considered as they come up rather than only at year-end.

Senior involvement is constant. The depth of relationship that builds up over the years is the foundation for the more difficult conversations when they come.

Our services for individuals

Behind each individual relationship sits a full firm of tax specialists, forensic accountants, corporate finance experts, auditors and the wider advisory practice – all available when you need them most.

What you can expect from our personal
services team

Three things define how we work with individuals:

The same consistent support

The partner or senior manager who advises you will be there by your side throughout your journey. Personal advisory work rewards continuity and the team is structured to provide it.

Joined up advice

Tax planning and compliance, investment co-ordination, you and your family’s needs are looked at together rather than separately. Decisions in one area are taken with the others in mind.

Discreet by default

Files are handled by named teams and communications are managed with the discretion you would expect from of the UK’s leading firms.

Individuals and families work with us because they want a single trusted adviser who holds the whole picture, connects the decisions that need connecting and is there when it matters – not just at year end, but at the moments when the choices are being made.

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Here is what our clients have to say… testimonial icon


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Macalvins have been running the Payroll and Pension Plan for Hayes & Yeading United Football Club for over 10 years.… Read More

Bernard Bitmead

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I love the people of macalvins. they are warm and very dependable. and that what matters to me in any… Read More

SUJOY GHOSH

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I have been MaCalvins for the past 6 years and I have found them excellent in every department. They manage… Read More

John Gill

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I’ve been with MaCalvins since 2013, they are managing my company business accounts and my personal tax returns in a… Read More

Taghreed Altuhafi

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Excellent service and understanding of our business needs

Kanesh Rajani

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Thank you Macalvins for excellent service over the years

S Hodzic

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I have been with Macalvins for the past 3 years and have found them to be polite, courteous and professional… Read More

Nilip Vithlani

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I’ve been with Macalvins for 9 years, and they’ve always done a good job on My Accounts.

Nick Breakell

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We have used Macalvins for all our accounting needs including audits and payrol since the beginning of time – nothing… Read More

Tracey Jannaway

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I appointed Macalvins when I first started my business in 2013 and have found their expertise to be invaluable. Initially,… Read More

Angela Taylor

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Why choose Macalvins?

Macalvins is a Top 100 UK accountancy firm and a member of PrimeGlobal, a network of around 300 independent firms across more than 80 countries.

That combination gives clients the depth and continuity of a senior-led independent practice together with the international reach they increasingly need.

The result is advice that holds together across jurisdictions, services and years.

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Insights

Frequently Asked Questions

Can you work alongside our other advisers?

Yes, we work with solicitors, investment managers, mortgage brokers and other professional advisers all play their own role. Our task is often to make sure that advice works in unison between advisors to deliver the best outcomes. We have well-established relationships across the professional community.

We have international elements. Does that fit your service?

Yes, cross-border personal tax work is a substantial part of what we do. That includes overseas income, foreign property, dual residence, the post-April 2025 changes to the non-dom regime and family members in other countries. We co-ordinate with overseas advisers through PrimeGlobal where appropriate.