PERSONAL FINANCIAL PLANNING – Tax Planning Services

PK Group help clients to identify, plan for and potentially mitigate their tax planning burdens.

TAX PLANNING SERVICES

Enhancing tax efficiency

The PK Group tax services help ensure businesses and individuals remain compliant with tax legislation. The tax department take a holistic approach to your tax circumstances and can review your financial situation to potentially enhance your tax efficiency.

Tax experts

How does tax impact our lives?

The UK possesses one of the longest tax codes in the world – tax legislation is complex and affects all aspects of life. We all pay tax on:

Income
Property
Inheritance
Shopping
Food
Holidays

We have an obligation to comply with tax legislation but with efficient planning there are many ways to reduce your tax burden.

Visit the Resource Centre Tax calculators and calendar

Grow your wealth

Our Personal Tax Services:

Preparing and filing tax returns, including residential property capital gains reports
Personal tax advice
Income tax guidance
Capital Gains Tax (CGT) planning
Inheritance Tax (IHT) advice
Advice about Tax Efficient Investments (EIS, VCTs)
Property tax advice
Support with HMRC audits and investigations
Trust taxation and accounts
UK taxation for resident non-UK domiciles
UK tax advice for non-residents

Contact our specialists

Why choose PK Group?

PK Group benefits from shared knowledge across financial planning and tax accounting teams. We work with clients to assist with business and personal tax filings and advise on tax efficient investments.

We take a holistic approach to tax planning to potentially reduce the tax burden whilst ensuring full compliance with legislation.

Get in touch We are here to help you

If you would like more information regarding our range of services, or what a PK Group adviser can do for you, contact our team directly or use the form below and we’ll be in touch.

MARTIN CRAWLEY-BOEVEYDirector of Financial Planning

Excellent customer service
PK Group continue to assist me in a personal capacity with my tax returns. I find their tax team to offer excellent advice and customer service, in a timely manner, and ultimately gives me piece of mind.

Tax ClientChief Operating Officer, Global Wholesale Bank

Fully integrated approach
I’ve known Martin Crawley-Boevey for many years and PK Group have always delivered a fully integrated approach to dealing with my tax and financial planning requirements.

Financial Planning Client

A real differentiator
Your firm’s values show very clearly in the work they do and the trust they gain from clients like me. It’s a real differentiator.

Financial Planning Client