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Monday, July 15, 2024

PM+M names Roger Phillips as its new tax director

Blackburn and Bury-based PM+M, the chartered accountancy, business advisory and financial planning group, has strengthened its tax team with appointment of Roger Phillips as a director.

Roger started his career at PwC in Leeds and prior to joining PM+M he was director of private client at Fairhurst where he worked for over 11 years.

His new role will see him working with a broad range of clients including entrepreneurs, high net worth individuals, owner managed businesses and landed estates. He will be advising his clients on their own tax position and that of their families, with a particular focus on succession planning, capital gains and inheritance tax planning.

He will also be offering guidance to new and established businesses where the shareholders may be looking to grow their organisation by seeking new investment, with a particular focus on the Seed Enterprise Investment Scheme (SEIS) and the Enterprise Investment Scheme (EIS).

Commenting on his appointment, Roger said: “PM+M is a dynamic and forward-thinking firm with a fantastic reputation – not only within the finance sector but also the local community. It is known for providing fantastic service thanks to the comprehensive range of services it offers so I am excited to now be part of the team and to start work with my new colleagues and clients.”

Jane Parry – PM+M’s managing partner – said: “Roger is a talented tax specialist, so we are delighted to welcome him to the firm. He brings with him a broad range of experience that will be of real value – both to us and to our clients.”



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