56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Tax Planning

Tax Advice, Exeter, Kingsbridge, South Hams, Devon

Personal Tax Planning

The burden of personal taxation has never been higher in the UK. Whilst it is here to stay, it is also true that far too many people pay more tax than they need to. Without interfering in the work carried out by your Accountant, we work to ensure that you don’t pay tax unnecessarily and suggest options to reduce your personal income tax or capital taxation liabilities.

In particular, we are aware that far too many people pay unnecessary amounts of Inheritance Tax. With a simple adjustment to a Will or by setting up Trust Arrangements, this onerous tax can be significantly reduced.

Will Writing & Trusts are not regulated by the Financial Conduct Authority

Clearwater Financial Planning Limited is an Appointed Representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/register/) under reference 440703 and 440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY