Tax Planning

Tax Advice, 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.

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

By utilising HMRC and Government approved schemes such as VCT’s & EIS investment schemes, the oppertunity to reduce your personal tax burden can be explored. For further information on how these investment schemes work and who they best benefit, please call us for further discussions.

Effective investments and tax planning can benefit from:

  • Income Tax Releif
  • Capital Gains Tax Relief/Deferral
  • Inheritance Tax Relief

Pease Note: The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested

For further information, call our Kingbridge office on 01548 856096 and speak to one of our Financial Advisers about how we can help you.

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 ( 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