Private Client Services

Personal tax planning and wealth management are increasingly complex areas where expert advice can deliver significant long-term benefits. Our focus on open and trusting relationships means many individuals, owner-managers, directors, and senior executives rely on Muhammad Ahmad & Co to protect their personal wealth and plan their financial future.

We have specialist teams who provide personalized advice covering all aspects of personal tax, wealth management, and estate planning.

Achieving Long-Term Financial Goals

Regular financial reviews monitor progress against long-term financial goals and ensure tax liabilities are minimized. We work with family-owned businesses across generations, addressing succession planning and related challenges.

We also assist with forward planning for business succession, inheritance tax planning, and using lifetime gifts and trusts to minimize tax liabilities for beneficiaries.

Minimising Tax Exposure

We provide expert advice on expatriate tax issues for executives and employees working outside their home country. Our expertise includes structuring offshore assets, remuneration packages, and protecting foreign assets from inheritance tax.

We also advise on reporting requirements for holdings in investments outside home countries.