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Personal Tax Planning and Wealth Management

Our personal taxation service offers bespoke, practical, one to one advice for individuals and their families to plan finances efficiently and effectively, as well as mitigating tax liabilities. By working closely with our clients and their families, we ensure we fully understand all lifestyle and financial objectives and then tailor our services and the PEM team to suit individual needs. Providing timely assistance and advice on tax planning opportunities as well as outstanding tax liabilities, we assist at all levels across all generations - literally from cradle to grave and beyond.

Our team can help with:

Income Tax

  • Employee Benefits
  • Pension Planning
  • National Insurance
  • Furnished Holiday Lettings
  • Business Structuring

Capital Gains Tax

  • Main Residence
  • Entrepreneurs Relief
  • Hold Over

Estate & Inheritance Tax Planning for Individuals and their Families

  • APR/BPR
  • Generation/ Succession/ Retirement Planning
  • Will reviews
  • Post Death Planning

Trusts

  • Asset Preservation and Protection
  • Protection for Individuals
  • Residence and Domicile

For advice and assistance please contact our Private Clients Partner Sanchia Norris on 01223 728222 or Email: privateclients@pem.co.uk