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.

Here’s what you can expect

  • 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

  • Proactive, sensible guidance

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

  • A trusted adviser

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

What our clients have to say

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
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