Wealth Management

Pearson Solicitors and Financial Advisers offer a complete Wealth Management service, working primarily with high-net-worth individuals, inheritors and business owners to help them accumulate wealth, protect their incomes and fully enjoy the benefits in retirement. 

Pearson Solicitors and Financial Advisers' multidisciplinary approach - involving financial planning, pensions as well as as well as trusts and tax advice - allows us to tailor personal solutions for each of our clients' unique needs; this determines our success as a Wealth Management company you can trust with your financial future.

Visit our dedicated Wealth Management website at www.phwealth.co.uk

Pearson Solicitors & Financial Advisers Wealth Management Video

Latest News

Raising Cash on the Security of Your Home? Always See a Lawyer First

Many vulnerable people who fall into debt are tempted to raise cash on the security of their homes. However, a case in which an elderly couple came within an ace of losing the roof over their heads stands as a warning to all that such arrangements should...

Stamp Duty Land Tax Dodge Backfires

When a couple wished to avoid paying Stamp Duty Land Tax (SDLT) on the purchase of a property, they hit on what looked to them like a great idea. Instead of buying the property outright, they paid for it in two stages…a deposit, plus the purchase of...

Pension Scheme That Failed to Consider Wife's Claim Called to Account

It is usual for occupational pension schemes to allow the spouse or partner of a scheme member to receive a reduced pension in the event that the member predeceases them. Normally, the appropriate beneficiary is set out in the scheme rules. With defined...

Tax Investigations - Judge Authorises Disclosure of Credit Card Bills

To what extent are the tax authorities entitled to delve into what would otherwise be your private financial information? The High Court tackled that issue in authorising disclosure of a wealthy businessman's credit card statements to HM Revenue and...

Wealthy Online Investor in Bitcoin Futures a 'Consumer'

Can someone who trades in cryptocurrency futures or other sophisticated products via an online platform be viewed as a consumer? In a crucial decision for the investment sector, the High Court has answered that question in the affirmative . The case...