Private Client

 

To us, “Private Client” means protecting family wealth, both in the hands of the wealth creator and as it passes down through the generations.

 

Our tax planning expertise helps individuals to minimise the tax they pay, during life and on death. We take a cradle-to-grave approach when it comes to personal tax planning, ensuring that your wealth is protected through life’s major personal events, such as birth, death, marriage or divorce. Read more

To us, “Private Client” means protecting family wealth, both in the hands of the wealth creator and as it passes down through the generations.

 

Our tax planning expertise helps individuals to minimise the tax they pay, during life and on death. We take a cradle-to-grave approach when it comes to personal tax planning, ensuring that your wealth is protected through life’s major personal events, such as birth, death, marriage or divorce.

The success of our tax team at Francis Clark has been recognised through various national awards, of which we are immensely proud.

Our specialists help with self-assessment, minimising capital gains tax on the sale or gift of assets, reducing potential inheritance tax liabilities, planning for retirement or business succession, tax efficient extraction of business profits, tax efficient wills and the use of trusts to reduce tax and protect family assets.

In additional to our tax expertise, we can help protect wealth through appropriate investment decisions using our sister company Francis Clark Financial Planning Ltd.

Your  Experts

Steve Collins

CTA TEP

Senior Partner

T: 01803 320100

  Download Steve's contact card

Protecting your Family Wealth

We know that protecting the wealth you have worked hard to build up is important to you, ensuring you can provide the best for your family now and in the future.

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We know that protecting the wealth you have worked hard to build up is important to you, ensuring you can provide the best for your family now and in the future.

 

We will help with your estate succession planning, making sure you can provide for future generations to the best of your ability, by minimising the tax on the transfer of wealth down through generations.

Our tax expertise wins awards. We help our clients through effective Inheritance Tax and Capital Gains Tax Planning. We are also experts in all aspects of trust taxation which can often be a powerful tool as part of succession planning to preserve family wealth.  

Our wealth management services (offered by working closely with our colleagues at FCFP) will work alongside the tax planning to ensure that you achieve your financial goals, whatever they may be.

We can help you protect and grow your wealth, so that you can enjoy it and pass it on.

 

Stress Free Tax Compliance

We provide personal tax compliance services to private individuals, entrepreneurs, professionals and executives.

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We provide personal tax compliance services to private individuals, entrepreneurs, professionals and executives.

We prepare and submit around 11,000 self-assessment tax returns on behalf of our clients every year. We know how to ensure the process is as straight forward and stress free as possible for you and that any risks of suffering penalties and surcharges for non-compliance are minimised.

We also provide bespoke international personal tax advisory services on a wide range of fiduciary matters to non-domiciled persons and expatriates.

In the event of an investigation from HMRC, we have a team experienced in HMRC Dispute Resolution. They understand the complexities of the tax system and know what the investigators are looking for. They also understand the stress and disruption a tax investigation can cause and work to make the process as straight forward as possible.

For more information on any of the above please follow the links below:

Tax compliance         International         HMRC Investigations

 

Cradle to Grave and Beyond

When we work with you we take a cradle to grave (and beyond) approach to your personal tax planning. We like to think of ourselves as a life-long friend. Most of the time you won’t need us,... Read more

When we work with you we take a cradle to grave (and beyond) approach to your personal tax planning. We like to think of ourselves as a life-long friend. Most of the time you won’t need us, but when you do, we’ll be there.

Each of our clients receives personal attention and access to highly specialised knowledge and expertise. We get to know our clients and their families and to fully understand all the issues. Your tax planning strategy must suit your current needs and future expectations. It must also be robust enough to survive the unexpected.

Through the use of trusts, will planning, estate administration and exit and succession planning we’ll help you to minimise the tax you pay and protect your wealth throughout everything that life will throw at you, and beyond your death.

Whatever life may bring, we’ll help you ensure your wealth is protected.

 

Tax Efficient Investing

Our wealth management services are provided in conjunction with Francis Clark Financial Planning. Together we can put together a comprehensive financial plan for you, ensuring that the best... Read more

Our wealth management services are provided in conjunction with Francis Clark Financial Planning. Together we can put together a comprehensive financial plan for you, ensuring that the best solutions are found for you from across the whole financial services market and that your aims and objectives are met in the most tax efficient way.                             

We understand that our clients want to protect the wealth they’ve earned and grow the return they can expect form it.

Our tax experts will ensure that benefits from schemes such as EIS (Enterprise Investment Scheme) and BPR (Business Property Relief) are also maximised where opportunities exist.

We’ll ensure you get the best advice, tailored to your needs. We build long-term relationships with our clients based on mutual trust, confidence and respect.

 

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Services

Select from our full range of services listed below for more information.

 

Call us now

  • Exeter - 01392 667000
  • New Forest - 01425 610166
  • Plymouth - 01752 301010
  • Poole - 01202 663600
  • Salisbury - 01722 337661
  • Taunton - 01823 275925
  • Torquay - 01803 320100
  • Truro - 01872 276477

News

 
Leading Edge Alliance Awards 2013
Taxation Awards 2014
The British Accountancy Awards 2014
South West Insider Annual Dealmaker Awards 2015
South West Insider Annual Dealmaker Awards 2016
Payroll World Awards 2016
ICAEW Chartered Accountants