Personal tax planning

Our friendly team will take the time to get to know you and your individual circumstances.

Personal tax planning in Devon and Cornwall

Our services are not restricted to businesses and we work with a large number of personal tax clients.

Whether you need assistance with your self assessment tax returns or advice on inheritance tax planning, we can help you.

Our friendly team will take the time to get to know you and your individual circumstances, before offering advice tailored to your needs and objectives.

We can provide the following services:

  • Advice on minimising tax liability for all personal taxes including:
    • Income tax
    • Capital gains tax (CGT)
    • Inheritance tax (IHT)
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estates

If you’d like to discuss how Potter Baker can help you to make the most of your wealth, please contact us to arrange a free introductory meeting.