Individual Services

Whatever your motivation, D.A. Clark & Co Ltd can help you manage your finances for all eventualities.

Personal tax

Let us handle all of your personal tax affairs, ranging from income tax and national insurance to capital gains and inheritance tax.

We provide year-round services to help you retain more of your hard-earned income, and help you dispose of any assets efficiently

Estate planning

It may not be nice to think about, but our sensitive team can help you draft a legally valid will, secure it safely and honour your wishes. 

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Retirement strategies

From making the most of your workplace pension, finding the best self-invested personal pensions, or saving into ISAs, we can help.

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Our experts can save you time and money by taking this task off your hands, and applying any relevant reliefs to reduce your tax bill.

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Valuing the estate, preparing the inheritance tax account, and dealing with any tax liabilities that may arise are all tasks that require experience and sensitivity.  

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Trusts & executorships

Different types of trust are subject to different tax rules, making this a complex area that requires professional assistance as part of an efficient estate planning strategy. 

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Find out how we can help

Whether you have a specific question or just want to know more about our services, don’t hesitate to get in touch.