Friendly & Professional Financial Advice in Torbay & the South Hams, Devon
07773 005147 or 01392 581004

Breadline to Deadline

Planning ahead is something we all do without thinking, from saving for holidays to who’s doing the washing up. Financial planning on the other hand can sometimes seem overwhelming or something to put off until tomorrow. BUT how would you pay the bills if you were sick or accidentally injured and couldn’t work? Research from Legal & General’s Deadline to Breadline has shown that on average UK employees could be…

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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.

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