Tax Planning Tips 2026/27

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We hope the advice presented in this document helps you to plan more effectively, reduce your tax liabilities, and achieve more from your money in every way. If you would like to arrange a further discussion about your tax affairs, pension or any other aspect of financial planning, please do not hesitate to get in touch with Roger or Wendy using the details below

Roger Phillips Partner roger.phillips@pmm.co.uk

Wendy Anderson Partner wendy.anderson@pmm.co.uk

Whilst every care has been taken in compiling this document, we make no representations or warranty (expressed or implied) about the accuracy. PM+M Solutions for Business LLP, its associated companies and employees accept no liability and disclaim all responsibility for the consequences of anyone acting, or refraining to act as a result of information contained in this document, or for any decision based on it. This document is for general guidance only, and recipients should not act upon it without seeking specific professional advice tailored to your circumstances, requirements or needs. Please contact PM+M before making any decisions based on any matters relating to this document. Information and tax rates included are correct as of 12 June 2026.

01254 679131 enquiries@pmm.co.uk www.pmm.co.uk @pmm_acc

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