Individuals and Family Wealth

PCT Tax can advise you on all your personal tax matters, from dealing with your annual self-assessment tax return to advising on capital gains tax, wills and inheritance tax planning.

PCT Tax are able to provide a holistic service. Your dedicated Chartered Tax Adviser will deal with both managing your ongoing compliance obligations with HMRC and helping you to plan the most tax-effective solutions for you and your family.

A comprehensive understanding of your needs, objectives and future plans is at the centre of our advice. By building long-term relationships, you can feel confident that we understand your circumstances and become your trusted adviser.

Chartered Tax Advisers are UK tax specialists that have undergone years of training and have years of practical experience advising clients. With this expertise, we will examine issues that you may not have considered. This will ensure that your wealth is working effectively for you and that you are planning for both the expected and the unexpected. We will also keep your tax planning strategy under review so that it can be adapted to suit your changing circumstances, or in response to ever-changing tax legislation.

PCT Tax’s services to private clients include:

  • our annual compliance service
  • analysis of crypto income and gains for the purposes of including on your tax return and/or as part of a disclosure to HMRC
  • residential property tax
  • advice on capital gains tax (CGT)
  • advice on inheritance tax (IHT)
  • pensions planning
  • exit and succession planning including Business Asset Disposal Relief (BADR) (formerly Entrepreneurs' Relief or ER)
  • residence and domicile advice
  • leading with tax investigations by HMRC (HMRC enquiries and disclosures)
  • advice on holding assets whether that be in a UK trust, offshore trust or a personal investment company.

Whether your financial affairs are straightforward or highly complex, you will have a dedicated specialist allocated to you. It may be that you require one-off specialist advice or ongoing services. Whichever it may be, PCT Tax will be happy to provide a full explanation of our fees, assisting in your decision to go ahead.

Please do not hesitate to contact us for a discussion about our services and how we can help you and your family.

Family Wealth

PCT Tax can help you plan for all eventualities. As tax and compliance requirements become ever more onerous, our dedicated Chartered Tax Advisers will help protect your family’s wealth by taking the time to get to know your individual circumstances and needs.

Protecting family wealth is a priority for most people, and effective tax planning has a large part to play in this process. At PCT Tax, we understand that building strong relationships is key. This helps us to ensure that our advice is always tailored to your specific circumstances.

For a confidential, no obligation discussion, contact us using the form below or by sending a message to contact@pcttax.com

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