Private Clients

When it comes to managing money, PEM’s Private Client team helps you and your family to focus on what’s important. Through strong client relationships and a thorough understanding of your current situation and long-term aspirations we will help make your financial decisions easier, providing clear, tailored advice you can trust. Whatever stage you’re at in your life, we will help you get the most out of your money. 

Services we offer include:

Personal tax compliance
Let us take care of your tax compliance. Our team will work with you all year round to make sure your tax affairs are under control. We work with clients from many different backgrounds specialising in high net worth, self employed, company director and international. However complicated your tax affairs might seem, we can take away the headache.

Income tax planning
Our approach to income tax planning goes beyond simple compliance. Together we will consider your family and business circumstances to find appropriate solutions that evolve as tax rules change.

Capital gains tax planning
At PEM we believe in building long-lasting client relationships. We will work with you to plan for and reduce capital gains tax by maximising available reliefs including Private Residence Relief and Entrepreneur’s Relief.

Inheritance tax planning
Our Inheritance tax specialists will help you plan to pass your family wealth and business assets to the right people at the right time, often working across the generations. Working with you, and where appropriate your legal advisers, we can review your wills to ensure they reflect your current wishes and are tax-efficient. We will help you to maximise all reliefs available including those for Business and Agricultural property. We offer down to earth advice on using trusts and other lifetime planning in a tax efficient way.

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 help you please get in touch with our private client team or send us an online enquiry.

Latest from PEM

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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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