Tax Planning

At Pearson Solicitors and Financial Advisers there are several proactive tax planning strategies that we implement for our clients. If you are seeking tailored advice you may benefit by speaking to one of our FSA registered experts who can recommend tax efficient wrappers that will still allow you to access your funds when you need to.

We will seek to minimise your tax liability and maximise your retirement income in relation to: 

  • Inheritance Tax
  • Capital Gains Tax
  • Income Tax
  • Wills and Trusts

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

Latest News

Cohabitants Entitled to Bereavement Damages

The legal implications of cohabitation are often poorly understood by those who choose to live together outside of marriage or civil partnership, and the lack of protection for cohabitants often comes as an unpleasant surprise to many, especially when a...

Family Attachment a Critical Factor in Adoption

When the Family Court was asked to consider an application for an adoption order made by a couple, two factors proved crucial in deciding whether it should be granted. The first was that the boy's natural parents could not reasonably be considered able to...

Certain Inheritance Can Be Financial Resource in Divorce Settlement

Under English law, a person is able (within limits) to decide absolutely to whom their estate should pass. However, many countries have 'forced heirship' laws, under which a deceased person's estate must pass in specified proportions to a particular person...

Judge Sees Through Attempt to Hide Assets

When a couple divorced in 2014, the ex-husband was ordered to pay his ex-wife periodical payments of £120,000 per year after he was found to have used a variety of stratagems to make himself appear worse off than he really was. A mere three months...

Court Corrects Parenthood Bungle

When a same-sex couple undertook fertility treatment which led to the birth of a baby girl, the intention was that both would be listed as her legal parents. However, due to mistakes made in processing the necessary forms, only one of the couple was shown as...