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

Always Take Independent Professional Advice Before Investing Your Money

Fraudulent investment schemes are perennially tempting to the unwary and it really does make sense to take independent professional advice before parting with your money. In one case, the High Court found compelling evidence that hundreds of small investors...

Professional Gambler Fends Off £290,000 Income Tax Demand

HM Revenue and Customs (HMRC) are always on the lookout for unexplained cash earnings which have not been declared for tax. However, in one case, a former professional gambler was relieved of a six-figure Income Tax bill after convincing the First-tier...

When Is a Property 'Completed'? DIY House Builder Wins VAT Rebate

DIY house builders are entitled to refunds of VAT they pay on materials used in their projects. However, as a decision of the First-tier Tribunal (FTT) showed , seeking such rebates is far from straightforward and a strict time limit applies. A man applied...

Still Time to Stay Ahead of CGT Changes

New rules surrounding the payment of Capital Gains Tax (CGT) on profits made on the sale of a residential property are now just weeks away. Taking effect on 6 April 2020, the changes will reduce the amount of time individuals have to pay their CGT bill and...

Couple's Claim for CGT Loss on Holiday Home Succeeds

HM Revenue and Customs (HMRC) may appear a very big battalion indeed but, with the right legal advice, individuals can succeed in overturning their decisions. Exactly that happened in a case concerning a couple who lost over £6 million in a disastrous...