Mark Davies & Associates

Name

Mark Davies & Associates

Legal name

Mark Davies & Associates Ltd

Website

https://mdaviesassociates.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

International tax advisory

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Other Accounting Services (541219)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ), Estate, Gift & Trust Valuation (BPAHANAL), Tax Planning & Compliance for Family Offices (FSAAADAE)

Keywords

• Tax advisory services
• Non-domiciled taxation
• International tax planning
• Offshore trust structuring
• UK property tax

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Advisory Professional Services: Fees charged for professional tax advisory services including consultation fees, ongoing advisory retainer work, and project-based tax planning. Charge out rates range from £75 to £600 per hour depending on consultant seniority. Initial consultation priced at £750 inclusive of VAT with deposit credited against subsequent instructions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Mark Davies & Associates is a London-based boutique tax advisory firm providing bespoke compliance and planning services to international and non-domiciled clients. Core offerings cover non-dom taxation, UK property tax planning for non-residents, offshore trust and wealth structuring, immigration-related tax advice, tax return filing, and HMRC investigation support. Services are delivered by qualified Chartered Tax Advisers (CTA) and ATT professionals on a fee-for-service basis.

Product overview

Mark Davies & Associates is a tax advisory boutique offering specialist services to international clients. The firm provides a unified suite of advisory services centered on non-domiciled taxation, including non-dom services, UK property tax, offshore trusts and structures, immigration tax advisory, tax returns, tax investigations, and image rights. The offering is structured as a single-service advisory practice rather than a platform-plus-modules architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Non-Dom Tax Advisory (Taxation of Non-Doms) Specialist tax advisory on domicile, residency and the beneficial remittance basis for non-domiciled individuals, covering statutory residence test, remittance planning, overseas workday relief, and business investment relief. Targeted at non-domiciled UK tax residents and internationally mobile individuals.
• UK Property Tax Services Tax advisory on efficient timing of purchasing and selling UK property for non-residents, covering inheritance tax on UK real estate, ATED, non-resident capital gains tax, private residence relief, stamp duty land tax, and income tax on rental income for non-resident landlords.
• Offshore Trusts and Structures Bespoke tax planning and wealth protection services using offshore structures and private trust companies (PTCs) to shelter wealth for future generations. Includes advice on choice of trust type, purpose, and tax advantages for settlors.
• Immigration Tax Services Bespoke reports on suitability of tax jurisdictions and tax advice for investor visa applicants and other internationally mobile clients.
• Tax Returns Services Tax compliance and filing services for non-domiciled individuals, ensuring accurate reporting of financial affairs to HMRC.
• Tax Investigations HMRC negotiation and Common Reporting Standards (CRS) compliance advisory for clients facing tax enquiries.
• Image Rights Tax advisory services relating to image rights structures for high net worth individuals.

Quantifiable outcome

• Successfully defended domicile status of clients during HMRC enquiries

Named customers3 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• BAND Advisory GroupcoreStrategic or Co-development Partner · 4 December 2025Mark Davies & Associates joined BAND Advisory Group on 4 December 2025. BAND Advisory Group appears to be a professional advisory network or consortium of specialist firms.
• Nightingale Private OfficecoreStrategic or Co-development PartnerDescribed as a sister company that can handle day-to-day management responsibilities for clients using active investment visa categories, allowing wealthy investors to delegate business management while maintaining visa compliance.
• Doyle ClaytonminorImplementation/ SI/ Consulting PartnerLegal advisory firm providing corporate law services. Roger Holman of Mark Davies & Associates co-presented a webinar with Liz Barton from Doyle Clayton on selling a business, covering legal and tax considerations.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buzzacott: London-focused chartered accountancy with a strong private client and non-dom tax practice serving HNW individuals, families, and trusts. Comparable on client segment (HNW/non-dom) and advisory depth, though larger than MDA.
• Haines Watts: UK mid-tier accountancy with a private client and non-dom tax offering; Sian Armitage previously worked in Haines Watts' Kent mixed-tax team before BDO and MDA. Comparable on HNW/non-dom advisory positioning.
• Crowe UK: Mid-tier accountancy with a private client tax practice advising HNW individuals, non-doms, and UK property investors. Comparable in size, client profile, and non-dom/SDLT/CGT focus.
• Saffery Champness: Top-20 UK accountancy with a sizeable private client and international tax team advising HNW individuals, non-doms, and trustees. Direct peer on remittance basis planning, domicile advice, and trust taxation.
• Rawlinson & Hunter: UK firm specialising in trust and private client tax work for international HNW families, with strong offshore-trust structuring capability. Highly comparable on the trusts/structures and non-dom advisory offering.
• BDO LLP: Mid-tier accountancy with a dedicated International Private Wealth practice serving HNW and non-dom clients in London. Most direct competitor on the non-dom / international private client tax services that MDA specialises in; indeed, MDA hired Sian Armitage out of BDO's IPW team.

Emerging players

• Payne Hicks Beach: London private client and family law firm with a long-standing reputation advising UHNW and non-dom clients on tax, trust, and succession matters. Adjacent provider competing for the same UHNW referrals.
• Forsters LLP: London private client law firm with significant non-dom, domicile, and international tax capability. Cross-sell/competitor on the trust and immigration-tax work MDA does, but delivered via solicitors rather than tax advisers.

Broad incumbents

• Mishcon de Reya: London law firm with a large Private Department serving HNW and non-dom clients on tax, trusts, and wealth structuring. Adjacent rather than direct, but competes for the same end-client wallet.
• KPMG UK Private Client: Big 4 firm with a substantial UK private client and HNW tax practice. Overlaps with MDA on non-dom planning, trusts, and international tax, but as part of a much wider audit/tax/Advisory portfolio rather than a specialist boutique.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/1481334

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mark Davies & Associates