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PM+M names Roger Phillips as its new tax director

Phillips will advise clients on their own tax position and that of their families, with a particular focus on succession planning, capital gains and inheritance tax planning

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

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

According to the firm, Phillips will work with a “broad range of clients” including entrepreneurs, high net worth individuals, owner managed businesses and landed estates.

Phillips will advise clients on their own tax position and that of their families, with a particular focus on succession planning, capital gains and inheritance tax planning.

The firm has said Phillips will also offer 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).

Phillips 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, added: “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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