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Personal tax advice in Cambridge and beyond
Selling a business or stepping back from one is a great moment. But it can also raise many questions. How do you manage a sudden increase in personal wealth? What are the tax implications? How do you protect what you’ve built for the next generation?
This is where our large private client team comes in. Working across income tax and estate planning, we also support high-net-worth individuals at this crossroad. Whether you’ve sold a business, taken early retirement, or reached a point where your personal finances need more careful attention. We provide trusted advice around:
- Reinvesting and making your wealth work for you
- Planning for inheritance tax
- Setting up a trust to protect and pass on assets
- Exploring what your life journey looks like next.
We work with thousands of individuals to help them make truly beneficial, thoughtful and informed decisions.
Tax advice for individuals
Everyone follows a different path and it’s never linear. Our private client team advises on a wide range of personal financial matters and our service is always tailored to you.
Our specialist accountants and 70-strong tax planning team will support you across:
- Personal tax – income tax planning, capital gains tax and tax compliance, including any obligations arising from a business sale or significant life event
- Estate and inheritance planning – reviewing your estate and helping you put the right structures in place to protect your wealth for the next generation
- Trusts and estates – setting up trusts and supporting executors through the probate process
- Wealth management – working alongside trusted financial planners to help you think about investment, income and long-term financial planning.
If you’re a serial entrepreneur or planning your next venture, we’re here for the next chapter, too.
Services with you and your family in mind
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Cambridge HQ
Salisbury House, Station Road,
Cambridge CB1 2LA
Cambridge North
Winship House, Winship Road, Milton,
Cambridge CB24 6AP
For general enquiries
Email: hello@pem.co.uk