Private Clients

Whether you're self employed, a company director, a trustee or a higher rate tax payer, you are obliged to prepare and submit tax returns and self assessment forms. PEM’s Private Client team helps to make decisions easier for individuals who are looking to gain the most from their money at all stages of life by bringing together expertise in tax, financial planning, trusts and estates and inheritance tax planning.More often than not there is a significant amount that can be achieved to minimise your personal tax exposure and with new penalties for incorrect and late returns it has become even more important for you to stay on top of your tax compliance. We take the time to understand different needs and priorities to help you to reduce tax and protect wealth.Services we offer include:

  • Income tax returns
  • Repayment claims
  • Partnership tax returns
  • Property accounts
  • Tax investigations and enquiries

Personal Tax Planning and Wealth ManagementWe get to grips with your lifestyle and financial objectives and then tailor our services to suit individual needs. Providing timely assistance and advice on tax planning opportunities as well as outstanding tax liabilities 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

We work closely with PEM Carrwood, independent financial advisers, to meet our clients’ wider financial planning needs. To find out more about pensions, investments, lifestyle protection and wealth management click here.To discuss how we can can help you please get in touch with our private client team or send us an online enquiry.

Latest from PEM

PEM Corporate Finance advises on succession buyout at Bailey Fisher

14/08/2018 - 16:35

Bailey Fisher Executive Search, a leading Cambridge and London firm focussed on the hiring of senior executives to some of the most successful companies based in the UK, has announced changes to its ownership structure which will further strengthen the business. PEM Corporate Finance acted as lead advisers on the succession buyout.

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PEM Corporate Finance advises on sale of leading energy management company

11/06/2018 - 21:10

eSight Energy Group Ltd, a leading developer and supplier of energy management software, is pleased to announce the sale of the company to German private equity firm, BID Equity. The acquisition enhances BID Equity’s position as an IoT (Internet of Things) provider focused on the energy sector and represents an exciting new growth phase for eSight Energy.

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