Investments & Savings

Pearson Solicitors and Financial Advisers is uniquely placed because of our ability to integrate investment, debt, risk and tax advice into a seamless financial strategy. 

Making the right financial decisions is now more important than ever. But this is not easily achieved without the right expert and ongoing advice.

At Pearson Solicitors and Financial Advisers our main aim is to ensure the money you have works harder for you - to maximise your investments and provide the security and income you require now and in the future.

Whether you are an experienced investor or, as yet, thinking about creating a portfolio, we can guide you to the most appropriate types of investments, taking into account your tax, income and growth requirements.

Our experienced team will help you take advantage of a range of options. Contact us today to book a free initial appointment.

Latest News

Failing to Keep Accurate Accounts is Like a Red Rag to the Tax Authorities

Failing to take professional advice and keep accurate accounts is like holding a red rag up to the HM Revenue and Customs bull. In a case on point, an international businessman who claimed to keep details of his income and expenditure 'in his brain' was...

Employee or Contractor? Broadcast Journalist Receives £400,000 Tax Bill

Establishing a company to act as an intermediary between yourself and the clients to whom you provide your services can have substantial tax advantages. As a case involving a broadcast journalist showed, however, such arrangements are pointless if the...

Loyalty Bonuses Taxable, Rules Upper Tribunal

Investors using the popular online financial investment platform Hargreaves Lansdown (HL) may not have heard that the 'loyalty bonuses' they receive from HL have been deemed by the Upper Tribunal (UT) to be taxable income in the hands of the recipients and...

Facing a Tax Investigation? Don't Bury Your Head in the Sand!

If you are facing an investigation by the tax authorities, your very first step should be to seek professional advice. One taxpayer who sadly chose not to take that course, instead burying his head in the sand, narrowly escaped a six-figure back-tax bill. ...

HMRC Miss Tax Avoidance Target By Raising Assessments Too Late

When HM Revenue and Customs (HMRC) find out that tax has been under-declared, the response is normally to raise a 'discovery assessment' to collect the tax due. This is usually the result of a period of investigation, and penalties and interest are also...