Private Client Services

For individuals who want to maximise and protect their wealth PwC Isle of Man provides a personal, highly tailored and expert approach to assessing risk and delivering tax efficient advice.

The Isle of Man has a capped income tax liability for resident individuals of £150,000. We specialise in providing good planning for individuals who still fall below this cap as well those individuals who although above this cap may have exposure to taxation in other jurisdictions. This includes both Manx residents and individuals from elsewhere investing in or through the Isle of Man.

How we can help?

We provide our services to a wide variety of clients including high net-worth individuals, trustees and other fiduciaries, senior executives, partners, estate owners and farmers and family business.

PwC also provides professional services and advice to some of the Isle of Man’s leading private companies. We are as passionate about the success of private companies as their owners. We don’t just deliver recommendations and reports, we roll up our sleeves and help you set and achieve goals, monitor progress and support your vision for the future with practical advice. So if you need tax or accounting advice, want a second opinion on your strategy or just want to see what we can do, then get in touch with our team.

Private Client Services

We draw from our locally based expertise in this field, as well as experts in our global network. Our services are bespoke to each client’s needs and we aim to deliver good technical knowledge and understanding to provide relevant, up to date advice.

Through good planning we aim to mitigate personal taxes, maximise investment returns, protect wealth for current and future generations and resolve the complexities and conflicts caused by taxes in different jurisdictions allowing you to stay in control of your tax affairs without having to deal with them.

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Contact us

Ferran Munoz-Lopez

Ferran Munoz-Lopez

Partner, Advisory Leader, PwC Isle of Man

Tel: +44 (0) 1624 689687

Kate Brummitt

Kate Brummitt

Tax Manager, PwC Isle of Man

Tel: +44 (0) 1624 689489

Alexander Lea

Alexander Lea

Tax Manager, PwC Isle of Man

Tel: +44 (0) 1624 689729

Holly Roriston

Holly Roriston

Tax Manager, PwC Isle of Man

Tel: +44 (0) 1624 689482

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