Tax Consultancy Services for
Individuals

If you want to make your money go further, the position of your personal tax and finances requires expert financial guidance. From the provision of succession planning, through to making the most of existing tax relief methods, we can ensure that your wealth is maximised to its full potential.

  • Capital Gains Tax Planning

    When deciding whether to sell an asset it’s important that you incur as few tax liabilities as possible. If you’re sitting on the fence about whether to proceed with a sale, we can advise you on the best possible course of action, ensuring there are no surprise tax bills.

  • CIS Scheme For Subcontractor

    As a subcontractor it’s important that your tax is assessed and deducted accordingly, and that you’re only being charged the amount that you owe. We can take the entire tax return submission process off your hands and ensure that all tax previously deducted is taken into consideration.

  • Inheritance Tax Review

    If you’re worried about the burden of tax on your family when you pass away, we will help you to review your financial position and explore options that will help restrict the impact inheritance tax has on your estate and its beneficiaries.

  • Married Couples/partner Review

    Couples whose annual incomes differ could benefit substantially from a straightforward tax review. We provide a couple’s ‘health check’ that evaluates your tax position and propose methods for which your tax amounts could be reduced.

  • Renumeration Strategies

    Without a thorough review of your strategy, you may be liable to unexpected tax. With the rules surrounding dividend income and interest constantly changing, having us on board could help ensure you are always receiving money from your company as tax efficiently as possible – and if you’re not, suggest ways on how to improve it.

  • Residency Review

    Whether you have recently arrived in the UK, or are thinking of leaving, there are a number of tax rules in place that may affect you depending on your circumstances. If you are a UK resident currently domiciled outside the UK, you may be unaware of the rules that have recently come into play. Through a review of your circumstances we will assess the impact that these issues could have on you and your family.

  • Succession Planning

    When you step down from the family business, passing on the responsibility to the next generation can create sizeable tax implications. We are able to consult with you on making the transition as tax efficient and smooth as possible.

  • Second Property

    If you’re thinking of buying, selling or renting a second property, you need to make sure you are properly informed of the associated tax implications. With a number of changes in recent years, we can ensure you are aware of your financial liabilities to avoid any nasty surprises.

Tax Consultancy

We understand that your financial needs are unique to you, which is why we offer tailored financial solutions specifically for your business.

From business start-ups and succession planning through to mergers and acquisitions, we welcome the opportunity to discuss your business and personal objectives – planning ahead to ensure that you achieve those objectives in an effective and tax efficient manner.

Free Consultation

Want to find out more about how PGM’s services can help you? Come and see us for a free 45-minute consultation with one of our qualified chartered accountants. We’ll get to know you, or your business, and explore how our services will be beneficial in providing the financial solutions that you need.