Aubert & Merian
Private Client Accountants and Tax Advisers
We act for a small number of individuals, families and their enterprises whose affairs deserve unhurried attention. Our work is quiet, precise and personal, and we intend it to remain so.
Discreet, bespoke and personal
Aubert & Merian exists for clients who expect their affairs to be handled with care and kept in the strictest confidence. Discretion is not a policy we observe but the condition on which we practise: your affairs are known to the director who serves you and to no one who need not know them. We keep our client list deliberately short, so that every matter receives that director's personal attention and nothing is passed down the line, and the people who welcome you to the practice are the people who will serve you for years to come.
We see the whole where others see a part. Accounts, taxation, structure and succession are not separate disciplines to us but one continuous picture of a family's affairs, and we ask a great many questions about you, your family and your intentions before we offer a single opinion. Nothing we do is taken from a shelf. Like a suit cut by hand, every engagement is measured, made and finished for one client alone, and the advice you receive is written for your circumstances rather than adapted from someone else's. Ledgers must balance and filings must be immaculate, yet the heart of our practice is judgement, applied by people who know your affairs intimately and have the time to think about them properly.
The clients we serve
Private clients and private wealth
Individuals and families of substance whose affairs span income, capital, property, trusts and the passing of wealth to the next generation, and who wish to pay the right amount of tax, now and in the future, and no more.
Tax and planningEntrepreneurs and family enterprises
Owners of companies and partnerships held closely by the families who built them, whose personal and business affairs are deeply intertwined and who need financial insight, structure and a clear view of the exit or the succession ahead.
Accounting and advisoryNon domiciled, non resident and overseas wealth
Those arriving in the United Kingdom, those preparing to leave, and United Kingdom connected clients with wealth, trusts and obligations abroad, for whom the reformed rules on residence and foreign income demand careful and current counsel.
International tax adviceTax disputes and investigations
Anyone facing an HMRC enquiry, a Code of Practice 8 or 9 investigation, a disclosure they know they should make, or an appeal they intend to pursue, and who needs the matter handled with judgement, discretion and an understanding of how HMRC thinks.
Disputes and investigationsSome things are built to be handed on.Aubert & Merian
A new company, founded on old principles
Aubert & Merian was established in 2026 by accountants who had spent long careers in larger practices and wished to build something smaller and better. The company is new; the principles on which it rests are not. We began, as such practices should, with a short list of clients whose affairs we know in full, and we intend to grow only as far as that standard allows.
We act for clients throughout the United Kingdom from our office at Lincoln's Inn in London. What we offer is not scale but attention: the certainty that the director who takes you on will know your affairs, answer when you telephone, and think about your position when you are not in the room.
One director. One manager. Your affairs, known in full.
Every client of the practice is served by a client director, who remains your point of contact for as long as you are with us, and by a dedicated manager who comes to know the detail of your affairs in full. New clients begin with a private review, a thorough examination of your accounting and tax position from which we prepare our recommendations. Thereafter we report to you at the rhythm you prefer, whether monthly, quarterly or at the year end, always in plain English and always signed by the director responsible.
Discretion
Your affairs are discussed with you and with no one else. Confidence is not a policy of the practice. It is the practice.
Continuity
The director who takes you on intends to serve you for decades. We build relationships that outlast tax years.
Craft
Everything that leaves the practice is prepared without haste and reviewed by the director whose name stands behind it.
Where every engagement begins
The private review is a complete examination of your accounting and tax position, undertaken when you join the practice. We read what has gone before, test what is in place, and set out in plain terms what is sound, what needs attention and what opportunities careful planning may hold. From it we prepare our recommendations and, with your agreement, the engagement letter that defines our work together. It remains yours whether or not we proceed.
Where to begin
Accounting
Accounts, reporting, bookkeeping, company secretarial and valuations, the foundation on which every other matter depends.
Read onTax
Planning and compliance for individuals, trusts and estates, capital gains, inheritance, international and matrimonial matters, and HMRC disputes.
Read onAdvisory
Private client, business and corporate advisory, structuring with specialist counsel, transactions and estate architecture.
Read onFamily Office
The whole of a family's tax and accounting affairs managed as one, with the proactivity of an in house team.
Read onWealth Succession
Passing wealth to the next generation in accordance with your wishes, with clarity, tax efficiency and good governance.
Read onInsights
Notes from the practice on the questions our clients ask, published when there is something worth saying.
Read onEverything that leaves the practice carries a director's name.Aubert & Merian