Professional Advice With a Personal Touch

As one of Devon’s leading firms of personal tax advisers, we will work with you to optimise your personal tax position, take advantage of opportunities to reduce tax bills and ensure you meet all the compliance requirements.

With the tax regime becoming more complex and with more emphasis being placed on taxpayers’ individual responsibilities under self-assessment, everyone who is subject to taxation needs professional advice and support.

Working together with our Exeter and Exmouth personal tax teams, we can review your tax position in detail, so that we can advise on the most efficient method of buying or selling, the timing of a transaction or payment of a dividend, or to perhaps get the income or capital gain into a tax year where you pay a lower rate of tax or defer the payment.

We offer proactive tax planning and specialist tax consultancy services, covering all areas of personal taxation, including:

Download our Tax Data PDF for 2020/21

Our experienced and friendly tax team are always happy to help with any personal or business tax issue. Why not give us a call to find out how best you can benefit from our services.

Key Contact

Geoff Fraser FCA CTA BSc – Head of Taxation

Geoff Fraser FCA CTA BSc – Head of Taxation

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We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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