Blog Articles

Retirement – C S Talking Money March/April 2019

Life after work Planning for the retirement you deserve 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...

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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

CS Talking Money May/June 2019

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

 

Please read on …

Guide to The Final Retirement Countdown May/June 2019

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

 

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Guide to Tax Matters 2019/2020 Key Changes May/June 2019

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

 

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Guide to Wealth Preservation May/June 2019

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

 

Please read on…

CS Talking Money March/April 2019

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…!

 

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Guide to Year End Tax Planning 2018/19 March/April 2019

… 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

 

Please read on…

 

Guide to Wealth Creation March/April 2019

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

 

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Guide to Individual Savings Accounts March/April 2019

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!

 

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Guide to Retirement Planning Jan/Feb 2019

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

Please read on…

 

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

 

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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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Ways to contact us

Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority. Registration Number 429206-007

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