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Our Services

Tax Planning for Individuals

PEM wins at LexisNexis UK Tax Awards 2003: click here for details At Peters Elworthy & Moore we have developed a specialist taxation department to meet the increasingly complicated demands of taxation legislation relating to personal income and investment. Our expertise and experience has led to the firm having a very large number of personal tax clients, many of whom have complicated tax affairs involving numerous sources of income.

The Service

At Peters Elworthy & Moore our personal taxation services aim to ensure that you are able to plan your finances efficiently and effectively, as well as mitigating taxation liabilities. That means providing timely advice on both outstanding tax liabilities and tax planning opportunities. Our personal taxation services include advice and assistance on:

Inheritance tax
Use of trusts to protect wealth
Employee benefits
Pension planning
National Insurance
Investments
Retirement planning
Capital gains tax relief
Gift Aid
Preparation of tax returns
Wealth Management

In addition, our specialist taxation department is available to assist in more complex transactions and planning arrangements. This department is led by tax partner Sanchia Norris, acknowledged expert in the field.

The Benefits

Our personal taxation service assures you that your taxation affairs are kept up to date and that you are forewarned of any outstanding liabilities. Prompt and expert advice enables you to plan ahead and minimise future exposure to taxation. For more information on Taxation see our Knowledge Centre