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

Inside this issue we look at a number of topics designed to keep you up to date and help you plan to meet any changes in your life and financial circumstances

There’s a bumper list of articles inside this September/ October issue. We hope you enjoy reading them!

We understand that professional advice on financial matters is invaluable to creating a durable wealth management plan for the future. To discuss or review any area of your financial plans, please contact us – we look forward to hearing from you!

Do you have an effective protection planning strategy in place? There are many things to consider when looking to protect you and your family – premature death, Inheritance Tax, illness and loss of income, to name but a few. These events all need to be considered in an effective protection planning strategy. To review your
situation, please contact us – we look forward to hearing from you

It is essential that you start to plan for your retirement as early as possible so that you are able to live comfortably in the knowledge that your lifestyle needs are covered. This will mean careful consideration of your pension fund throughout your working life

To find out more about setting up Self-Invested Personal Pension, please contact us, and we’ll arrange a meeting to discuss your requirements.  We look forward to hearing from you

Create a focused, disciplined investment strategy
Planning how to invest for your future may be one of the most important decisions you’ll ever make. Asset allocation is a strategy that can serve as a valuable blueprint for your investment goals. To review your situation or for more information, please contact us

We look forward to hearing from you

Hello and welcome to our latest issue! The summer edition brings you an array of insightful articles covering everything you need to help plan your finances, both before, during and after retirement

DO YOU NEED HELP? GIVE US A CALL

Whatever your plans for the future, we are here to help you take the next step. Please contact us to discuss your requirements or to answer any questions you may have

If it sounds too good to be true, it probably is.  Scams are increasingly sophisticated and will usually call you out of the blue, but contact can also come by email, post, word of mouth or at a seminar or exhibition

For professional advice you can trust and to discuss your own unique requirements, please contact us – we look forward to hearing from you

Looking to secure your financial future?
Creating and maintaining the right investment strategy plays a vital role in helping to secure your financial future. To review your situation or discuss the options available, please contact us for further information – we look forward to hearing from you

Looking for a smart way to invest your money?
Tell us what you are saving for, and leave the rest to us. To review your situation or discuss the options available, please contact us for further information

We look forward to hearing from you