Tax Assistance from Professional Advisors
Are you looking for advice on tax matters? Perhaps you are looking to structure your estate to reduce the inheritance tax obligations on death, or maybe you just need someone to manage your annual tax return? Either way, we can assist with a multitude of opportunities to optimise your tax position.
Effectively managing taxes and complying with HMRC regulations can be complicated and stressful. Our in-house Tax Service helps you manage your personal tax and trust tax obligations in a cost-effective way. What’s more, if you are an existing Wealth Management or Investment Management client, our tax adviser will work alongside your account manager to provide a comprehensive wealth and tax planning service.
We can help you plan for future tax liabilities so there are no surprises. We will also make tax easier by taking care of the paperwork. We can prepare your annual personal tax and Trust returns, check your tax codes, tell you when you need to make payments, and claim money back if you have paid too much tax in the past.
We offer a range of services, including:
- Completion of Self-Assessment Returns
- Bespoke Personal Tax Planning Assignments
- Trust Registration and Tax Reporting
Chartered Tax Adviser
I am a Chartered Tax Adviser with over 20 years of experience within the accountancy and wealth management sectors. After taking a career break to look after my young son and living overseas for 4 years, I returned to the UK and joined PMW in 2018. My role at PMW is to support and advise on tax matters, both internally and externally. Outside of work I like to run, travel and spend time with my family.