Tag Archives: Tax Planning

Pre-Tax Year End – Things To Think About

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The tax year end is almost upon us, so the PM+M tax and wealth management teams have put together some useful tax, pension and investment tips for individuals.  Some of them are things you should be thinking about before 6 April some, such as pension contributions, need consideration before the Budget on 16 March.

Click on the buttons below to read through the help sheet and should you have any questions, please give us a call.

TAX PLANNING 1

TAX PLANNING 2

As regards the Budget on 16 March, we will be setting out a summary of the Chancellor’s announcements on our website.  We are also holding two free seminars on Thursday 17 March to explain the key points – breakfast in Blackburn and lunchtime in Burnley.  They are free to attend.  To book your place, please email seminars@pmm.co.uk 

Jane Parry – Managing Partner & Head of Tax

PM+M Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.

Individual Tax Planning – Useful Tips

shutterstock_118151488The tax year end is almost upon us, so the PM+M tax team have put together some useful tips for individuals who need guidance with their tax planning.

We understand that tax planning is complicated, so our team are here to help. Click on the button below to read through the help sheet and should you have any questions, please do not hesitate to give us a call.

Jane Parry – Tax Partner

DOWNLOAD HELPSHEET