A guide to Trusts & being a Trustee

Considered a vital and valuable part of Financial Planning are the use of Trusts and writing a life policy in Trust, but what is a Trust? In broad terms, a trust is simply a way of gifting property. Any type of property such as shares, buildings and cash can be […]

Mortgage Market Review & what it means to us and our clients

Its been a few months now since the enforcement of the Mortgage Market Review from the FCA and there are still a few clients questioning why and how this will effect them, so to help out out clients, here is a bit of information relating to the MMR What is […]

A change to the Laws of Intestacy

In the first change of its kind since 1926, new Intestacy rules come into effect from today that will change the way in which relatives inherit assets from someone who has died without a Will. In short, particularly for non-married couples, it’s vital to make a Will for your clients to […]

Buy to Let Seminar

In association with Francis Clark Accountants, Stags Estate Agents & NFU Mutual, Clearwater Financial Planning are joint hosting a But to Let seminar at the Dartmouth Golf and Country Club to talk about all things surrounding Buying a Property to let. Please follow and like us:

Like our NEW Facebook page and be in to Win a Meal Voucher to the Value of £50

Social Media / Facebook Completion To promote our re-branding and our entrance in to social media, Clearwater Financial Planning are offering 2 x meal vouchers to the value of £50 at one of two local restaurants here in Kingsbridge, Café Asia and the Maha-Barat. A draw from the first 100 […]

Clearwater Financial Planning

Tax Tables for the year 2014 – 2015

To help with your quick tax questions, we have provided a shortened version of the Tax Tables for the year 2014 – 2015 Please follow and like us:

Important Pension Information from the Budget 2014

The following pensions changes announced in the 2014 Budget. Please note that the legislation is expected to be passed later in 2014, but will be backdated to 27th March. Income drawdown The maximum amount which an individual may take each year from an income drawdown arrangement has increased from 120% […]

Clearwater Financial’s, Christmas Edition of the Wealthwise Newsletter for Dec 2013 & Jan 2014

Welcome to the December 2013 & January 2014 issue of Wealth-wise, the News Letter that keeps you up to date with all the financial matters that are important to you and your family and specifically designed to help you make the most of your money by keeping you up-to-date and […]

Latest Wealthwise News Letter for October – November 2013

Welcome to the October & Novembers issue of Wealth-wise, the News Letter that keeps you up to date with all the financial matters that are important to you and your family and specifically designed to help you make the most of your money by keeping you up-to-date and informed with […]

slide

Wealthwise Newsletter – August-September 2013

Welcome to the latest edition of Wealthwise, our bi-monthly news letter that keeps you up to date with the financial world and its goings on. This issue we discuss: Fund manager rebate charges the new tax charges explained Your investments is it possible to make them grow quicker? UCIS & […]

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

Quilter Financial Services Limited and Quilter 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