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    Plan for the future and maximise your tax efficiency with the help of an expert adviser

    Expert guidance to find the best route for you

    Whether you want to maximise your income tax efficiency now or plan your estate so that as much of your hard-earned money as possible can be preserved for your family, our team of tax and financial planning experts will work with you to achieve the right results.

    Planning with the help of an expert adviser is vital, and here at PM+M, we are perfectly placed to guide you in all areas of tax, estate and financial planning to find the best route for you.

    The Financial Conduct Authority does not regulate tax or estate planning.

    I was retiring last year and, based on a recommendation, I contacted PM+M. I was relocating back to the UK and the team at PM+M gave me very sound advice on the tax implications of the move back home. Since then I have met PM+M on a quarterly basis to review my pension plans and general financial affairs. Their guidance and recommendations have been excellent.
    Paul Marlow

    Here’s what you can expect

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      Joined-up approach

      Working in close collaboration with your chosen legal advisers, our tax and financial planning specialists aim to give you the very best advice and put it into practice

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      Proactive, sensible guidance

      Helping you understand your planning options to make the right decisions for you and your family

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      A trusted adviser

      Giving you peace of mind that your family’s financial future is secure

    Speak To An Expert

    For an initial consultation with one of our specialists, feel free to give us a call on 01254 679131 or email us on, and one of our team will be happy to arrange an appointment.

      You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information, you have given your agreement to receive verbal contact from us.

      To view our legal privacy notices (including Standard Terms of Business), please click here.

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