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Financial Planning

ANNUAL ALLOWANCES – A CHECKLIST FOR THE TAX YEAR-END

With the tax year-end fast approaching, it’s time to make the most of your annual allowances. Use your ISA allowance Think about topping up your tax-efficient savings. The maximum amount that can be saved into an ISA this tax year is £15,240, increasing to £20,000 from April. For Junior ISAs, […]

HELP TO BUY ISAS

HELP TO BUY ISAS Many first time buyers struggling to save enough to put down a deposit for their first home will welcome the government’s new scheme to encourage home ownership. Called the Help to Buy Individual Savings Account (ISA), it launches on 1st December 2015. It is designed to […]

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

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