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

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...

Private Investors - Beware of Wolves in Sheep's Clothing!

There have always been wolves in sheep's clothing ready to take unfair advantage of private investors and they can be difficult to spot without professional advice. In one case, a company that participated in the sale of coloured diamonds to the public at...

Small Pension Pots - Planning Possibilities

People aged over 55 who have only a small (less than £30,000) pension pot in a defined benefit (final salary) scheme or in some instances in a defined contribution scheme paying only a small pension – but not where the pension pot has been used...

HMRC's Tough Approach to Penalty Rejected by Tribunal

Just how tough HM Revenue and Customs (HMRC) can be was illustrated by a recent case in which they imposed a penalty of £1,300 for the late filing of a tax return by a businesswoman who, as well as running her own business, was also caring for her...

HMRC Provide Calculator for New IHT Relief

Like many pieces of tax legislation, the 'additional threshold' (AT) for Inheritance Tax (IHT) – which, in simple terms, limits the potential IHT charge on high-value residential properties – is a lot more complicated than it looks at first...