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

Brexit update

13/03/2019 - 13:46

In the midst of the turbulence in Parliament, this morning the Government has released initial trade tariff information which would apply to imports from overseas in the event of a No Deal Brexit.

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Here we go round again - Brexit update

30/01/2019 - 15:19

Last night saw a series of votes on various suggested amendments by MPs to the withdrawal agreement that was rejected by MPs earlier this month. Two out of the seven suggested amendments were passed thereby giving Theresa May the opportunity to try and negotiate an amended deal with the EU for Britain’s departure from the UK.

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Our culture

13/06/2018 - 12:28

Happiness and well-being is important to us. This emphasis on creating a positive culture where people can thrive is key to our success in attracting and retaining talented employees.

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