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

Chris Bowker, Partner, Exeter
E: cbowker@simpkinsedwards.co.uk
T: 01392 211233

Jason Shear, Tax Manager, Exeter
E: jshear@simpkinsedwards.co.uk
T: 01392 211233