You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.
Tailored tax assistance from our experienced, in-house dedicated Chartered Tax Adviser, helping you meet your obligations, minimise liabilities and plan ahead – with clarity, confidence and expert support.
Personalised guidance from a Chartered Tax Adviser allows you to make informed decisions, stay compliant, and avoid unnecessary tax bills or penalties.
Tax rules can be complex. We break them down, explain your options, and guide you through every decision.
We will handle the paperwork, deadlines and calculations – leaving you to focus on life rather than forms, and feel confident everything is in order.
Are you looking for expert tax assistance – and a more strategic approach to your finances?
From Capital Gains and Inheritance Tax planning to personal tax returns and trust reporting, our in-house chartered tax adviser is here to support you. Working closely with our wealth planning teams, they will deliver joined-up guidance that helps you stay compliant, while protecting more of what you have worked hard to build.
“You have looked after me extremely well over the years and have always been approachable, helpful and easy to talk to. Thank you.”
Tax can be complex – but it does not have to be stressful
Whether you are navigating Capital Gains or Inheritance Tax issues, or simply looking to stay on top of your annual Self-Assessment, our in-house chartered tax adviser is here to make life easier.
We will help you stay compliant, plan for future liabilities, reclaim any overpaid tax, and make the most of any available reliefs and allowances — with advice that is personal, proactive and aligned with your wider financial and life goals.
As a PMW client, you will benefit from seamless collaboration between your tax adviser and your wealth or investment manager, so nothing falls through the cracks. We will also work alongside your own accountant or business adviser so that you receive completely rounded advice.
We offer a range of tax services, including:
Whatever your circumstances, you can count on personalised advice that delivers peace of mind, and complete clarity.
I am a Chartered Tax Adviser with over 20 years’ experience in the accountancy and wealth management sectors. I joined PMW in 2018, and my role is to support and advise on all aspects of personal and trust taxation. I work closely with our financial and wealth planning teams to ensure our clients’ tax affairs are managed efficiently, and in line with their long-term goals.
Our clients often tell us that the most valuable part of working with PMW is the feeling of being genuinely cared for. It is not just about financial outcomes – it is about trust, peace of mind, and knowing someone is always in your corner.
*To protect the privacy of our clients, names and photos have been changed. However, the testimonials reflect genuine feedback and experiences.
Book your complimentary consultation today and discover how our tailored tax services can help you stay compliant, plan ahead and make confident, informed decisions about your finances.
Our relationship-based financial planning services are designed to support you at every life stage.
We understand that navigating tax matters can be complex and sometimes daunting. Whether you are planning for the future or looking to get your current affairs in order, it is natural to have questions.
If you would like to discuss your situation in more detail, please get in touch or book a complimentary consultation.
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Once we have assessed your needs, if appropriate, we will arrange an initial meeting. The meeting will be with our Chartered Tax Adviser. The purpose of the meeting will be to discuss your circumstances and objectives and understand what we can do to help. Advice will not be provided at your first meeting, although if we believe we can help you to achieve your objectives we will explain your options and outline any costs.
Simply complete the form below and we will be in touch.
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