Friendly & Professional Financial Advice in Torbay & the South Hams, Devon


ANNUAL ALLOWANCES – A CHECKLIST FOR THE TAX YEAR-END With the tax year-end fast approaching, it’s time to make the most of your annual allowances. Use your ISA allowance Think about topping up your tax-efficient savings. The maximum amount that can be saved into an ISA this tax year is £15,240, increasing to £20,000 from April. For Junior ISAs, the tax-free allowance is currently £4,080, increasing to £4,128 from April.

Life Insurance – Dos and Don’ts

When a loved one dies, the loss and turmoil experienced is traumatic enough but when the practicalities kick in, this loss can be compounded by the potential loss in income. Main breadwinner or stay at home parent, the financial implications can be huge. Statistics show that sadly one in 29 children will lose a parent, therefore a top financial planning priority should be making sure your dependants are provided for…

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Trevor Branton is a registered individual of Clearwater Financial Planning Limited
who is an Appointed Representative of Intrinsic Financial Planning Ltd and Intrinsic Mortgage Planning Ltd,
which is authorised and regulated by the Financial Conduct Authority.
Intrinsic Financial Planning Ltd & Intrinsic Mortgage Planning Ltd is entered on the Financial Services Register under reference 440703 &440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY