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Meet Cambridge’s trusted personal tax advisers

Finding the perfect balance of a large expert team that provides a highly personalised service isn’t always easy. With us, you get both. Our personal tax advisers take the time to get to know you and help you maximise your wealth, whatever stage you’re at in life.

Great client relationships are at the heart of our service. Naturally, some of the work we do is extremely personal and sensitive, so we work hard to build rapport. This, combined with our technical expertise, is what takes our service from transactional to transformative.

Clarity when navigating your finances is crucial, but it’s often complex. You can trust our experts to take the time to fully understand your current situation and your future goals.

Talk to an expert

Income tax planning
and tax advice

Individuals, families and entrepreneurs welcome our tailored, clear advice. They trust us, and they stay with us. Quality is central to our service.

Whether you’re:

From a multigenerational family with complex tax planning needs
A business owner looking to maximise tax efficiency and preserve wealth
An individual planning for retirement and seeking tax-efficient income strategies
Experiencing a change in level of income
A trustee or family member dealing with the financial affairs of someone who has died…

You’re safe in our hands.

With the complete picture and your long-term goals in mind, we focus on what’s most important to you, offering expert high-income tax planning and estate planning to reduce your tax liability and protect family wealth.

Get in touch

Martin Roberts, Senior Manager in PEM's Private Clients team

Personal tax advisory services

Personal Tax.

Trusts.

Probate & Estate Administration.

Let’s take a fresh look

Whether you want us to review your assets and income cash flow, advise on the sale or gift of your business, support your move to or from the UK with tailored tax planning, or provide inheritance tax planning and wealth preservation advice, our advisory team can help.

Our advice is never generic; we invest time getting to know you and your priorities so we can tailor our advice and the team working with you to meet your financial goals. If you’d like to know more about how our personal tax advisers can help you, please get in touch.

Talk to an expert

Gail Mackie, Director in PEM's Private Clients team

FAQs

Can PEM help me with income tax planning?

Yes, we’ll empower you to make informed financial decisions. The services we offer individuals and families include personal tax advice, trusts and estate planning, and probate and estate administration. And we often support clients over the long-term in all these areas, sometimes across generations too.

Our friendly, knowledgeable advisers provide clear, straightforward and personalised guidance specifically designed to tackle the issues you’re facing.

I’m looking for a personal tax adviser in Cambridge. Can you help?

Does PEM help with high-income tax planning and estate planning?

Yes, we can help preserve your family wealth. Our Cambridge-based team of tax and personal finance experts will help you understand and structure your personal assets and businesses in the short and long term. Often, this involves preserving control with a senior family member while involving younger generations.

You’ll work closely with one of our professional tax advisers, who has the technical capability to provide a relevant, holistic solution tailored for you.