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Tax compliance services

The goal is simple: tax compliance that’s straightforward, accurate and worry-free. But tax legislation is complex, with multiple tax rates, anti-avoidance legislation, the introduction of Making Tax Digital and changing thresholds. Plus, HMRC’s expectations are becoming more stringent. So, it’s important to ensure you’re compliant.

Beyond the annual tax return, you want to know your tax exposure is as low as it legitimately can be, with all available reliefs and allowances maximised and penalties and surcharges minimised. Our team of 70 specialists across the full breadth of tax are here to support you. Giving you the freedom to focus on enjoying life and realising your goals.

If you’d like help with your personal tax, please get in touch for a chat. Our team is here to help you stay compliant.

Let’s talk

Gail Mackie, Director in PEM's Private Clients team

We don’t stop at your tax return

Our tax team goes well beyond the return, liaising with HMRC on your behalf and looking at your full financial picture. With specialists across the breadth of personal tax, including income tax, capital gains tax and inheritance tax, we offer a full service to help you understand:

Whether your financial affairs are structured efficiently
How pension contributions, dividends and charitable giving interact across tax years
Opportunities you might be missing.

With our HMRC compliance services, you’ll have a dedicated adviser; someone who takes the time to understand your circumstances and flags anything before it becomes a problem. That means fewer surprises and a tax position that improves over time. Contact us to find out more about our tax return services.

Talk to an expert

Stephen Bartlett-Rawlings, Partner in PEM's Private Clients team

FAQs

How can you help me optimise my finances?

Yes, we can. Dealing with the complexities of the UK tax system can be stressful. The last thing you want is to be worrying about completing your tax return or making sure your assets or estate are correctly dealt with.

Optimising spendable income is a priority for us all. Understanding genuine opportunities to mitigate income tax achieves this. Working with our team, we’ll help you review your position pragmatically every year to improve your financial future. Clarity is key. There are always opportunities to protect allowances or to restructure assets and income. It’s time to shine a light on them, including:

Optimising allowances
Gift Aid
Pension contributions
Asset and income restructuring between spouses (and civil partners)
Personal income cash flow reviews
Timing of dividend payments
Profit extraction
Personal business structure
The use of family investment companies
Deferral investments.

If you’re non-domiciled, we also deal with UK taxation, the application of the Statutory Residency Test and residency queries when moving to and leaving the UK.

Working with our tax team means you’ll have access to the gold standard of technical competence when it comes to ever-changing tax legislation. We ensure tax compliance for clients, professional advisers and work with trust companies, family offices, banks, and Independent Financial Advisers(IFAs).

Whatever stage of life you’re at, we’ll help you get the most out of your money, now and in the future. Corresponding with HMRC can be a lengthy and onerous process; we are more than happy to act on your behalf. We can also lift the pressure when things go wrong, taking the heat out of enquiries.

Can PEM help me with compliance for Making Tax Digital?

Yes, we can. Making Tax Digital (MTD) has changed how self-assessment works, and it’s easy to feel overwhelmed. We’ll guide you through, calmly and at the right pace, so you’re ready when it matters. There’s no need to bury your head in the sand – we’ll make sure you know what’s coming and what to do about it. Have a look at our MTD Hub for more information.

Can PEM help UK residents and non-residents?

Absolutely. Through our dedicated private client tax team, we assist with all aspects of UK personal tax compliance. Working with our 70-strong tax team, you gain:

Confidence that your tax return is correct
Reassurance you’re not overpaying or underpaying
Peace of mind that nothing has slipped through the net
Your time back.

Services for residents include:

Registration and completion of your self-assessment tax return
Calculation of your annual tax position and advising you of your liability
Preparing repayment claims where tax has been overpaid
Completion of residential property capital gains tax returns

Services for non-residents include:

Registration for self-assessment and the Non-resident Landlord Scheme
Calculation of your tax position and advising you of your liability
Completion of non-resident Capital Gains tax returns
Completion of non-resident landlord repayment claims

Can you help me make better financial decisions?

Yes, our team of professional, friendly tax experts offer a complete range of services and simple solutions. Working with individuals, professionals, entrepreneurs, trustees, executors and non-domiciles, we ensure you extract the most value from your money and achieve your financial objectives.

You’ll benefit from a personal service and dedicated manager across tax compliance, capital gains tax, inheritance tax, and income tax services. It’s why many of our clients have been with us for decades.

Maybe you weren’t aware that you needed to complete residential property returns. Perhaps you need advice on the reliefs available when buying or selling assets. Require assistance with reporting unusual events or one-off transactions. Need to manage disclosures of income or gains not previously declared. Whatever your situation, we can help bring a fresh perspective to protect your wealth while meeting your obligations.