Welcome to the latest issue of Talking Money.  Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your wealth. As we all know, the ultimate goal money can buy is financial freedom

Make the space, take the time to sit down … you’ll so enjoy the read!

TIME TO BUILD AN INVESTMENT PORTFOLIO TAILORED SPECIFICALLY FOR YOU?
Investing your money can be a daunting prospect, but good financial planning and professional advice will help you to achieve your long-term goals. Whether you have specific objectives or whether you simply want your investments to keep pace with inflation, we’re here to help
To review your current situation or discuss the options available, please contact us – we look forward to hearing from you

ARE YOU PREPARED FOR THE UNEXPECTED?

Every family is different, but they often play a big part in our lives. So it’s important to think about how you can protect them against the unexpected as best you can. The earlier you start planning, the earlier you’ll be ready

To discuss your concerns or for further information, we’re here to help – we look forward to hearing from you

ARE YOU PLANNING FOR THE LIFE YOU WANT?
Having a clear financial plan linked to your lifestyle goals is essential, whether this is working out ways to build an investment portfolio, set up a business, retire early or leave your wealth to your family. We’ll ensure that your strategy encompasses an overall total wealth solution so you can plan for the life you want
For more information, or to discuss how we could assist you, please contact us

We hope you find this issue useful. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. If you would like to speak to us about your financial goals, please contact us – we look forward to hearing from you

Retiring is a huge life event and can sometimes leave us feeling as though we’ve lost our identity

After decades of working and saving, you can finally see retirement on the horizon. But now isn’t the time to coast. If you plan to retire within the next five years, we can ensure you take the right steps today to help ensure that you have what you need to enjoy a comfortable retirement lifestyle. To arrange a meeting, please contact us

WOULD YOU LIKE HELP WITH TAX PLANNING?

The UK tax system is very complex, but the benefits of structuring your finances tax efficiently can be significant.  We are here to ensure that you have made the best use of the reliefs and allowances available for your particular situation. There are a variety of planning ideas available for individuals, entrepreneurs and business owners. Should you need to discuss or require advice on tax planning ideas, please do not hesitate to contact us

Welcome to our Guide to Wealth Preservation
We will deliver a tailored, personalised service that combines expertise, diligence and imagination to protect assets and safeguard your wealth. Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune. Inside our guide, we look at the number of key areas that will enable you to put in place an effective protection planning strategy to preserve and protect your wealth for you and future generations

To review your situation, please contact us. We look forward to hearing from you

Welcome to our latest issue!

As we continue into 2019 with the uncertainties surrounding Brexit, we look to de-mystify the ever-changing landscape of the financial world

So, grab a cup of tea or coffee and get reading some great articles from Smart Planning, Life After Work, Brexit and much more!  If you have any comments or would like to arrange an appointment, please contact us, as we are more than happy to be of assistance.  Enjoy your read…!

… IT MAY BE TIME TO TAKE STOCK OF YOUR FINANCES AND TAX POSITION…

Timing is often the key to successful outcomes when it comes to tax planning. The period leading up to the end of the tax year on 5 April 2019 is a prime time to take stock of your finances and tax position. There may be steps that will minimise your tax liability

If you would like to review your situation or discuss the options available, please contact us for further information –  we look forward to hearing from you

We, at Clear Solutions take a unique approach to wealth creation that centres on objective and pertinent advice

As you know, life can be unpredictable – but by making the right saving and investment choices now, you can make sure you will be able to enjoy the moments that matter

To discuss your situation or if you require further information, please contact us – we look forward to hearing from you

Have you ever considered making your ISA work harder for you?

If you’re looking for ways to grow the value of your wealth for the longer term, investing through an appropriate ISA provides the potential to do this and has the added benefit of protecting the gains you make from both Income Tax and Capital Gains Tax
If you would like to review your situation or discuss the options available, please contact us for further information – we look forward to hearing from you!

Retirement planning has a reputation for being confusing.  We can answer your questions and provide tailored retirement planning advice on the best options for your personal circumstances
To make the most of future plans, please contact us – we look forward to hearing from you

We hope you enjoy this latest edition  for 2019 and find it valuable. A full list of the articles featured in this issue appears as you read on.  So pour yourself a cuppa and a biscuit, as this read will be worth your time reading

Let us help you start your year on the right financial footing by contacting our team at Clear Solutions Wealth & Tax Management

It’s not easy to think about a time when you won’t be able to make your own decisions, but it can help to be prepared.  Getting your affairs in order can be carried out at many different stages of life and is sometimes motivated by a range of very sensitive personal reasons

If you would like to review your situation or discuss the options available, please contact us for further information – we look forward to hearing from you

Achieving your investment goals doesn’t happen by chance. It needs vision, a long-term commitment and the help of professional experts to create and execute your strategy
Investors are facing unprecedented challenges in today’s global markets. Finding answers can be hard. We can help you to meet your investment challenges – please contact us for more information

Welcome to our latest edition and our customary collection of articles designed to help you create and protect your wealth to be able to experience life to the full.  As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money. Many children have hundreds of pounds spent on them at Christmas, but could that money be put to better use?  Find out more inside…

The death or prolonged illness of a business partner or shareholder could put your business under considerable financial strain. This particular Business insurance can help solve many of the problems that could arise when the unexpected happens

For further information in relation to insurance for your business needs, please get in touch with us – we look forward to hearing from you

HELPING TO UNDERSTAND THE PROCESS AND ADVISING ON A RANGE OF OPTIONS

None of us know what our future holds. However, with the right planning, we can be prepared. For your peace of mind and to find out how to manage finances for later life care – whether for yourself or a relative – we can help you understand the process and advise on a range of options. Please contact us for more information

Whether you are looking to invest for income, growth or a combination of both, we can provide the professional advice, comprehensive investment solutions and ongoing service to help you achieve your investment goals. To identify which options are right for your circumstances or to find out more, please contact us – we look forward to hearing from you