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

Pension Pot Holders Fail to Take Advice

If you are approaching pension age, unless you are one of the increasingly few with a salary-related pension scheme, you would be wise to take professional advice before you take any irrevocable action. The decisions taken at certain points in managing your...

HMRC Stick to Limited Period for CGT Payment on Residential Property Gains

Despite strong representations from the professional community, HM Revenue and Customs (HMRC) have decided that they will stick with a 30-day initial payment requirement for Capital Gains Tax (CGT) on residential property gains for disposals after April...

New Guidance on Care Home Charges After Death

It is a stressful and unhappy enough time when a loved one dies, but the anguish of those mourning the loss can be compounded when there are complications over payments to care homes which seem excessive. Recently, the Competition and Markets Authority...

Hacking Episode a 'Reasonable Excuse' for Late Filing of Tax Returns

Taxpayers are personally responsible for filing their tax returns on time, and failing to do so can lead to stiff financial penalties. However, in one case, the First-tier Tribunal (FTT) ruled that a self-employed website developer whose accountants lost all...

A Little Too Much Knowledge Can Be a Dangerous Thing

There are special rules for people working in the UK on short-term secondment from employers based abroad. Many do not become taxpayers under the UK tax system. When one such person contacted HM Revenue and Customs (HMRC) to clarify his position, he was...