Tax Services

People sometimes think that only the very rich or people who own businesses need a tax consultant. That is certainly not the case: there are many different ways in which, with the right tax advisor, you can maximise your own and your family’s wealth.

There is no such thing as a ‘typical’ tax client. Our approach to tax matters, like our approach to everything we do, is that ours is a ‘people’ service, tailored to suit each client perfectly. That’s why we always look at the bigger picture, to assess the overall impact of tax for you, both personally and on a business level, rather than looking at a specific issue in isolation.

Our starting point is to get to know you so that we understand exactly what is important to you. For instance, when considering estate planning, we look at whether you’re working primarily to fund a specific lifestyle or, whether your aim is essentially to provide an inheritance for your children. If you own a business, you may be planning to sell in a number of years, or perhaps to build an operation that you can to pass on to your heirs. Clearly our strategy for you should take into account both your long and short-term goals.

At PM+M, we think that being a good tax consultant is not about offering fancy schemes: it’s about people and understanding what they want to do with their lives, their businesses, and for their families and their future. Everyone is unique, and it’s important to remember that in devising an appropriate tax strategy.

Our service covers every aspect of your tax requirements, including help and guidance in complying with form completion for the tax authorities. We can even do this using our sophisticated computer system via the Internet.    We will act as your ‘finance manager’ arranging your finances, dealing with investment managers, looking after trusts, and assessing financial performance. ‘Wealthcare’ is our specialism. We will also work with our own financial services team, PM+M Wealth Management Limited – or other advisors if you prefer – to look for investment opportunities.

Perhaps you need advice on tax systems abroad? Here you can take advantage of our association with Praxity, one of the world’s largest associations of independent accounting firms. Through Praxity, we have access to tax specialists in virtually every business centre around the world.

Our tax team works closely with the other specialists at PM+M, such as our business services people, the audit division and trust experts, to provide a complete solution to your tax needs.

Our concern is to add value – we ease your tax worries.