Individual Services
Whatever your motivation, D.A. Clark & Co Ltd can help you manage your finances for all eventualities.
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.
Retirement strategies
From making the most of your workplace pension, finding the best self-invested personal pensions, or saving into ISAs, we can help.
Self-assessment
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.
Probate
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.
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.
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.