Let us help you - 01782 577000
Let us help you
01782 577000

Services for you

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When it comes to your income, making every penny count is vital.  That is why the wealth management team at Myers Asset Management go above and beyond to provide tax planning advice to ensure you maximise your income, pensions, savings and inheritance.

Tax planning is the legal process of arranging your affairs to minimise a tax liability. There are many different ways to reduce your exposure to tax by taking advantage of the available reliefs and allowances.

We tailor our advice to your specific circumstances, looking at the whole picture to understand your personal finances and family needs. Whether you are an individual, part of a couple or an extended family, we can work with you to devise a plan that maximises your assets for the long term.

Our comprehensive tax planning advice covers:

  • income tax;
  • transfer of assets;
  • pension contributions
  • tax-free savings options;
  • capital gains tax; and
  • inheritance tax.

For a bespoke tailored approach to tax planning and wealth protection contact Peter Jarvis at Myers Asset Management on 01782 557233 or email peter@asset-management.co.uk.

Myers Asset Management is an Appointed Representative of PHM Wealth Management Services LLP which is authorised and regulated by the Financial Conduct Authority.  PHM Wealth Management Services is entered in the FCA Register under number 579336 which can be found at www.register.fca.org.uk

Please note that the information contained within this site is subject to the UK regulatory regime and is only aimed at clients based in the UK.

PHM Wealth Management and Myers Asset Management are registered in England & Wales, the respective registration numbers are OC372382 and 04345900.  Both have the registered office address of Charlotte House, 536 Etruria Road, Basford, Newcastle-under-Lyme, Staffordshire ST5 0SX.

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