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Personal tax

We are here to help you manage your personal finances.

Tax affects everyone and can be complex at times. Knowing what to pay, and when, is not always straight forward, but our tax specialists are here to help. We can guide you through the whole process.

Maximising and protecting the wealth you have created is important, including paying less tax. Our tax advice team will work with you to understand your objectives and provide comprehensive tax planning to meet these objectives now and for the future

Depending on your circumstances, there are a number of solutions available to minimise your individual tax liability. These can involve tax planning strategies, such as the transfer of assets, adjusting your level of pension contributions or putting a trust in place. Whatever your situation, our advisers will discuss the options that are best for you, offering proactive and practical advice that ensures you make the most of your financial and tax planning opportunities.

For more information on our private client services, please contact us.

Personal tax planning

Reducing the impact of your tax liabilities

Income Tax, Capital Gains Tax, Inheritance Tax - these are likely to affect the majority of us at some stage of our lives and we are all looking for ways to reduce their impact.

Our personal tax planning service means you can feel confident you are meeting your liabilities while ensuring that you are not paying more tax than you need to.

We have a team of qualified professionals who review your financial situation, advising you on the best ways to structure your tax affairs to make savings and plan for the future. By putting strategies in place to manage your tax liabilities, you are in control of your tax bill rather than the other way round.

Our service includes:

  • Inheritance Tax planning
  • Capital Gains Tax planning
  • Maximisation of reliefs
  • Implementing and managing trusts
  • Business succession planning

For more information on how we can help you reduce your personal tax bill, contact us.


Simpkins Edwards tax services contacts

Jean-Paul Quertier
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T: 01392 211233
 Jason Shear, Tax Manager, Exeter
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T: 01392 211233
Mark Peters, VAT Consultant
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Main Office

Simpkins Edwards LLP

Michael House, Castle Street
Exeter, Devon, EX4 3LQ

t. 01392 211233
f. 01392 413173

e. exeter@simpkinsedwards.co.uk

 

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Simpkins Edwards Chartered Accountants, Business Advisers and Tax Consultants