Blog Articles

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 So, why is this so important?...

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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 Jack Rose, Head of Tax Efficient Investments at LightTower Partners, presented the Financial Adviser of the Year award to Stephen Jones of Clear...

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Turbo Charge Your Pension

IF YOU’RE STILL WORKING, WHAT KIND OF LIFE WOULD YOU LIKE TO LEAD WHEN YOU’VE SAID GOODBYE TO THE 9-TO-5? SAVING FOR YOUR RETIREMENT IS ESSENTIAL IF YOU WANT THE FINANCIAL FREEDOM TO ENJOY YOUR LATER YEARS. AFTER ALL, YOU’LL STILL WANT TO DO ALL THE THINGS YOU LOVE...

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Reaching Your Long-Term Investment Goals

IT IS IMPOSSIBLE FOR INVESTORS TO PREDICT THE FUTURE. SHORT-TERM LOSSES CAN BE UNSETTLING, BUT HOLDING STEADY THROUGH THE UPS AND DOWNS IS THE BEST WAY TO REACH YOUR LONG-TERM INVESTMENT GOALS. A KEY TO SUCCESSFUL INVESTING  IS TO REMAIN FOCUSED ON YOUR LONG-TERM...

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The Diary of a Financial Adviser

  Monday 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 I pointed him to Personal Finance Society's Find an Adviser website. The other needs advice on...

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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 People rely on a lot of different information about costs to help inform these...

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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. And those spending between £300,000 and £500,000...

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What is a Financial Adviser?

Quite possibly the most common question early in the initial meeting I am asked is “what is the difference between a Financial Adviser and a Financial Planner?” The real answer, for some at least, is not a lot.  However, this article is aimed at those who will...

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“The Death of Retirement”

Our friends at Royal London have sent us their latest Pension Report which is a MUST READ for everyone and it is entitled "The Death of Retirement!" It is vital for people to review their Pension provision and ensure they have enough to cover them and maintain their...

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Growth Investor Awards Finalist!

Below is a copy of the Press Release about our exciting News that Clear Solutions has been picked for the second year in a row for the Prestigious Growth Investor Awards Finalist in the category of Financial Adviser of the Year 2016!       PRESS RELEASE...

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Clear Solutions wins not One but Two National Awards!

We are very pleased to announce that we are indeed a multi-award winning Financial Planning firm and this has been boosted in December 2015 through Clear Solutions Wealth and Tax Management being the recipient of Two Awards. Our first Award won in "The Finance Awards...

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Downloads

Clear Solutions Talking Money Jan/Feb 2019

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

 

Please read on…

 

Guide to Lasting Powers of Attorney Jan/Feb 2019

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

 

Please read on…

Guide to Setting Investment Goals Jan/Feb 2019

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

 

Please read on…

 

 

 

Clear Solutions Talking Money – November/December 2018

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…

 

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Guide to Shareholder and Partnership Protection

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

 

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Guide to Later Life Care

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

 

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Guide to How to Grow Your Own Wealth

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

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Clear Solutions – Talking Money September/October 2018

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!

 

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Guide to Protection Planning

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

 

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Guide to Self-Invested Personal Pensions

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

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Guide to Asset Allocation

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

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Clear Solutions Talking Money Jul/Aug 2018

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

 

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Guide to Protecting Yourself from Scams Jul/Aug 2018

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

 

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Guide to Investing Jul/Aug 2018

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

 

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Clear Solutions Talking Money – May 2018

Welcome to our latest edition.  We aim to help you create the lifestyle you want and believe that anything is possible if you manage your finances in the right way

Inside this issue, we look at why it’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us, and a raft of new changes have come into force. The good news is that there is little change in the overall tax burden for basic-rate taxpayers. However, there are number of areas that have changed that should be taken note of. On page 08, we look at what you need to know about the 2018/19 tax year changes and new initiatives and much more…

 

Click here to download your latest Guide

 

Guide to Retirement Planning

Welcome to our Guide to Retirement Planning. In recent years, retirement has become more about the opportunity to enjoy your life after work. Your finances are a huge part of achieving that. With the maximum State Pension currently £8,546.20 (2018/19) a year, you’ll need to decide if this is going to be enough for you to live on when you retire

To discuss your situation, please contact us – we look forward to hearing from you

 

Click here to download your latest Guide

Guide to New Tax Year

Need help navigating the complex tax maze?
The UK tax system continues to grow ever more complex, with a greater responsibility being placed on the individual to get their tax right. To review your situation or discuss the options available.
Please contact us for further information – we look forward to hearing from you or arrange a meeting

 

Click here to download your latest Guide

 

Guide to Inheritance Tax

Safeguarding more of what is rightfully yours for future generations

When we die, we like to imagine that we can pass on our assets to our loved ones so that they can benefit from them. In order for them to benefit fully from your assets, it is important to consider the impact of Inheritance Tax

 

Click here to download your latest Guide

 

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