One question to ask yourself
When did you last look at your tax as a whole, rather than one return at a time?
Personal and family
The short version.
Decisions about income, selling assets and passing things on affect each other. We plan them together, through the year.
Who it’s forBusiness owners, landlords, farming families and anyone with income from more than one source.
What’s included
- Year-round advice on income tax
- Planning the timing of disposals for capital gains tax
- Inheritance tax planning alongside your estate plans
- Tax on property and rental income
- Questions about residence and overseas income
Things to know
Tax treatment depends on your circumstances and can change. Our planning stays within the rules and the way HMRC applies them. Pensions and investments are regulated financial advice, which we don’t give.
Other ways we can help
More from PJE.
Personal and family
Self AssessmentYour tax return prepared and filed, with us as your agent.Learn more →
Personal and family
Estate, Succession and TrustsPassing on the business, farm or estate, and trusts.Learn more →
Business
Corporate Tax and StructureCorporation tax, reliefs and the right structure for where you’re heading.Learn more →