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Financial Advice in Esher, Surrey | Partridge Muir & Warren
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Financial Advice in Esher, Surrey | Partridge Muir & Warren
  • About
    • About
    • What Our Clients Say
    • Meet The Team
  • Services
    • Financial Advice
    • Probate and Estate Planning
    • Tax Service
  • News & Insights
  • Our Awards
  • Community
    • Elmbridge Philanthropy
    • In the Community
  • Contact
    • Contact Us
    • FAQs
  • Virtual Consultation

Making your annual return
less taxing

Tax Service

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.

Please contact us to find out more about the PMW Tax Service.

 

Alison Nagle

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.

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    Partridge Muir & Warren Ltd

    Aissela, 46 High Street,
    Esher, Surrey, KT10 9QY
    mail@pmw.co.uk
    01372 471550

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    Services we offer

    Investment Management
    Portfolio Management
    Wealth Management
    Financial Planning
    Retirement Planning
    Estate Planning
    Estate Administration
    Probate Management
    Professional Trustee Service
    Will Writing
    Inheritance Tax planning
    Setting up Trusts
    Lasting Powers of Attorney

    Areas we cover

    Surrey
    Claygate
    Cobham
    Esher
    Horsham
    Kingston
    Oxshott
    Richmond
    Weybridge

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    PMW Legal Limited. Trading as PMW Trust. Registered in England. Company number 10199785. Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
    Registered office: Aissela, 46 High Street, Esher, Surrey, KT10 9QY. Telephone calls may be recorded.
    Copyright © 2020 Partridge Muir & Warren Ltd. All Rights Reserved.
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