Thoughts and Articles

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05 / 12 / 2019
Investment ISAS- CS Talking Money March/April 2019

Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. We’ve answered some typical questions we get asked about how to best use the ISA allowance to help make the most of the opportunities as this tax year draws to a close.

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02 / 05 / 2019
Retirement - CS Talking Money March/April 2019

Over time, with life expectancy and the cost of living rising, it could mean that some retirees are at risk of running out of pension income in later life. So what can you do to make sure that you have a big enough pension?

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22 / 04 / 2019
Stephen Jones Appointed to National Board of the Enterprise Investments Scheme Association

We are pleased to announce that after being sought for this prestigious position and undergoing some of the most rigorous checks, Stephen Jones was appointed to the National Board of the EISA.

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12 / 12 / 2018
Offshore Income and Gains

30 September 2018 - a vitally important date for all those who have, previously undisclosed offshore income and gains. This is the date by which clients will have had to disclose income and gains and settled any tax liabilities arising.

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12 / 12 / 2018
Stephen Jones named as Financial Adviser of the Year 2018

Stephen Jones wins the Financial Adviser of the Year crown sponsored by LightTower Partners at 2018 Growth Investor Awards.

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07 / 02 / 2018
Reaching Your Long-Term Investment Goals

A key to successful investing is to remain focused on your long-term objectives and not let short-term trends distract you. Holding onto your investments when times get tough is a proven strategy for staying on track.

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07 / 02 / 2018
Turbo Charge Your Pension

Pensions and Individual Savings Accounts are popular ways of saving tax-efficiently, but they are very different from each other – particularly in how they are taxed.

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07 / 02 / 2018
Asking the Difficult Questions

I confess I like the questions to be SMART, but not with the traditional business meaning, instead those with a personal resonance linking the goals (Treasured by you, Memorable to others, Awesome in scale and Requiring your Single-Minded dedication to achieve them).

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17 / 01 / 2018
The Diary of a Financial Adviser

It is Monday morning, which means it's Citizens Advice Bureau time. There are two clients, one of whom has £400,000, but still thinks he can use CAB for free.

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16 / 01 / 2018
Getting What You Pay For with Financial Advice

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be a crucial factor in making any major financial decision.

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12 / 12 / 2017
Budget Blog Update for 2017

In the recent budget by the Chancellor Philip Hammond, the biggest giveaway was that stamp duty is to be abolished for first-time buyers on properties up to £300,000. This represents a cut for 80% of first-time buyers.

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10 / 11 / 2017
Stephen Jones of Clear Solutions Named as a Finalist at 2017 Growth Investor Awards

The awards recognise innovation and impact in SME investment in the UK, as well as celebrating forward thinking intermediaries who promote alternative investments and tax-advantaged venture capital schemes as part of their investment proposition.


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