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

Mis-Sold an Interest Rate Hedging Product? Don't Miss the Time Limit for a Claim

Mis-selling of interest rate hedging products (IRHPs) by lenders has caused acute financial pain to a great many businesses and individuals and, as one High Court case shows , you should contact us immediately if you have the slightest suspicion that you...

HMRC Aren't Always Right

According to the Government's GOV.UK website, if you are a company director, you have to file a tax return every year. It says that every UK company director must send in a personal self-assessment tax return annually, and that this must be done even without...

Tax Domicile - HMRC Upping the Ante?

With an increasingly peripatetic workforce, more and more people are finding that the issue of their fiscal residence has a significant effect on their tax position. The response to this in the UK has been that tax legislation surrounding residence has been...

Only Gifts Without Reservation Are Effective in Minimising IHT

Giving away your assets to the next generation before your death can be an effective means of minimising Inheritance Tax (IHT) liabilities. However, as one tribunal case showed , such gifts have to be absolute and bring you no personal benefit in order to...

What is an 'Existing Building'? - Tax Tribunal Clarifies the Law

A property owner who demolishes an existing dwelling house and replaces it with an entirely new one is entitled to reclaim VAT on the costs of construction – but what happens if part of the original building is retained? A tribunal considered that...