MENU Personal Tax Home / Individuals / Personal Tax Personal Tax Specialists Our personal tax team work with individuals and families, to build multi-generational relationships and help our clients to minimise their personal tax liabilities. Before making any significant decisions when it comes to personal tax, such as selling your business or making gifts to children, it’s important to seek advice. Because we specialise in the constantly moving world of personal tax, we can make sure you pay the right amount of tax at the right time. You don’t have to own a business to benefit from our tax and financial expertise. However, if you do, our financial planners have vast experience in advising owners. You can be confident that you’ll be speaking to people who can relate to your challenges and concerns. We can assist 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 The use of trusts to reduce tax and protect family assets In addition, we offer a wide variety of services associated with owning, managing and preserving businesses and wealth. These include asset protection and wealth planning, estate and succession planning, advice on charitable giving, and – involving the PKF network of legally independent firms with over 400 offices in 150 countries – global tax planning for clients with international affairs. Want to find out more about how you could benefit from PKF Francis Clark’s Services? Get in touch with us today! Book Consultation To book your initial consultation (no cost or obligation), please fill in the form below with your details and one of our financial planning experts will be in touch. “...he is not only extremely knowledgeable and capable (and infinitely patient!) but also kind, compassionate, understanding and supportive.” Kate Wood, Wiltshire Related Services Alongside our expert advice on Personal Tax, we also offer a range of other financial planning services. Please see a few of these listed below: INHERITENCE TAX INVESTMENT PLANNING LATER LIFE PLANNING LIFETIME FINANCIAL FORECASTING PENSIONS & DIVORCE PERSONAL PROTECTION PERSONAL TAX RETIREMENT PLANNING 0800 832 1785 Privacy Policy Legal Disclaimer Cookie Policy Gender Pay, Diversity and Inclusion Modern Slavery and Human Trafficking Policy Covid-19 – Office Procedures and Practices Office Bristol Exeter Plymouth Poole Salisbury Taunton Torquay Truro About Us Meet Our Team Book Consultation View Insights Contact Us Portal Logins Our Client Portal Standard Life Wrap Parmenion Seven IM Francis Clark Financial Planning is the trading name of Francis Clark Financial Planning Ltd. Registered Office: Sigma House, Oak View Close, Edginswell Park, Torquay TQ2 7FF registered in England No. 05413603. Francis Clark Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA) No. 433591. Tax and estate planning are not regulated by the FCA. The value of investments can fall as well as rise. You may not get back what you invest. © Copyright 2021 - Francis Clark Financial Planning Ltd